NEWS
Investment Grade Bond Market Poised for Positive Returns: A Look Ahead
Bond Investment Grade Bond Market Poised for Positive Returns: A Look Ahead The bond market is flashing positive signals for investors seeking attractive returns and portfolio diversification. Here’s a breakdown of the key factors influencing the outlook and potential strategies to navigate this evolving landscape. Yields Signal Opportunity: At the start of 2024, bond yields […]
Building a Secure Future with an Inheritance
Inheritance Building a Secure Future with an Inheritance Life brings both joy and sorrow. As we grow older, we experience the loss of loved ones who cared for us. In some cases, we may receive a portion of their estate, a financial legacy representing their hard work. An inheritance can be transformative. It can help […]
Securing Your Cryptocurrency with an Asset Protection Trust
Cryptocurrency Series Securing Your Cryptocurrency with an Asset Protection Trust There’s no denying that cryptocurrency is rapidly becoming a recognized investment option. As more people delve into blockchain technology to grasp the nature of this asset class, safeguarding it within their portfolios becomes paramount. Understanding Cryptocurrency’s Vulnerability It’s crucial to acknowledge that crypto […]
Understanding Digital Asset Custody: Safeguarding Your Crypto Holdings
Cryptocurrency Series Understanding Digital Asset Custody: Safeguarding Your Crypto Holdings The world of cryptocurrency offers immense potential but also presents unique challenges when it comes to securing your assets. This is where digital asset custody comes in. It’s essentially a system for safeguarding the private keys that unlock your cryptocurrency holdings. The Two Faces of […]
Virtual Asset Custody: A Cornerstone of Investor Confidence
Cryptocurrency Series Virtual Asset Custody: A Cornerstone of Investor Confidence Virtual Asset Custody (VAC) is a key emerging area in the financial services industry and is critical to the development of cryptocurrencies and other digital assets. Custody service providers are responsible for securely storing and managing investors’ digital assets, as well as providing other related […]
Bond Market Outlook
Bond Bond Market Outlook Bond Market Under Pressure as Inflation Rises Above Expectations The US consumer and core consumer price indexes increased by 0.4% in February, and by 3.2% and 3.8% annually, while core services inflation excluding rents increased by 0.5% annually, and by 6.8% over the past three months, up from 6.7% […]
Spot Bitcoin ETF Q&A
Cryptocurrency Series Spot Bitcoin ETF Q&A Does a Spot Bitcoin ETF affect the price of Bitcoin? A Spot Bitcoin ETF will not directly affect the price of Bitcoin, but it can indirectly affect its price in several ways: Increased adoption: Spot Bitcoin ETFs may attract significant inflows from mainstream investors who wish to invest in […]
Pros and Cons of Spot Bitcoin ETFs
Cryptocurrency Series Pros and Cons of Spot Bitcoin ETFs Pros: Below are the advantages that investors are believed to gain from spot Bitcoin ETFs. Convenience: A major benefit of spot Bitcoin ETFs is their accessibility to a broader range of investors. These ETFs substantially lower barriers to entry into the crypto market, eliminating the need […]
Spot vs. Derivative: Unraveling the Structures and Risks of Bitcoin ETFs
Cryptocurrency Series Spot vs. Derivative: Unraveling the Structures and Risks of Bitcoin ETFs Spot Bitcoin ETFs and Bitcoin ETFs based on derivative products differ in structure and the level of exposure to Bitcoin price fluctuations. A Spot Bitcoin ETF directly holds Bitcoin, while ETFs based on derivative products use financial instruments such as futures contracts […]
In-Depth Analysis of Spot Bitcoin ETF
Cryptocurrency Series In-Depth Analysis of Spot Bitcoin ETF What is a Spot Bitcoin ETF? A Spot Bitcoin Exchange-Traded Fund (ETF) is a notable investment tool that allows ordinary investors to easily participate in the price fluctuations of Bitcoin in their regular brokerage accounts. Unlike Bitcoin futures ETFs, a Spot Bitcoin ETF directly invests in Bitcoin […]
Bond Market Outlook
NEWS Bond Market Outlook Bond Market Under Pressure as Inflation Rises Above Expectations The US consumer and core consumer price indexes increased by 0.4% in February, and by 3.2% and 3.8% annually, while core services inflation excluding rents increased by 0.5% annually, and by 6.8% over the past three months, up from 6.7% […]
Apple’s Shift to AI: Embarking on a Journey of Strategic Decision-Making
NEWS Apple’s Shift to AI: Embarking on a Journey of Strategic Decision-Making Reflecting on the surge of technology stocks in the S&P 500 and the underperformance of Apple and Tesla, investment in AI emerges as the primary concern for tech giants. Apple Abandons Car Manufacturing Project Bloomberg reports Apple suspended its decade-long car manufacturing project, […]
〈NEWS〉The Differences Between Insurance Trusts and Insurance Claims Trusts
Insurance Trusts The Differences Between Insurance Trusts and Insurance Claims Trusts Firstly, an insurance trust refers to a trust set up by the policyholder during one’s lifetime, transferring ownership of his/her life insurance policy to the designated trustee for custody and management. This way, if the policyholder unfortunately passes away, the trustee can distribute the […]
〈NEWS〉Benefits of Holding Policy Assets in Trust
NEWS Benefits of Holding Policy Assets in Trust There are two main ways to hold policies in an insurance trust. One is for the trust settlor to transfer ownership of the policy to the trust. The second is for the trust settlor to purchase a new policy through the trust. In addition to these […]
What is a Standby Insurance Trust
NEWS What is a Standby Insurance Trust Another type of insurance trust is a standby insurance trust. Similar to an insurance trust, a standby insurance trust also uses the insurance proceeds rights as the trust property. However, unlike an insurance trust where the policyholder is the trustee, for a standby insurance trust, the policyholder remains […]
What are Insurance Trusts
NEWS What are Insurance Trusts In recent years, wealth preservation and inheritance have always been hot topics among high-net-worth individuals. Insurance trusts, as a wealth management tool combining trusts and life insurance, have gradually gained favor among high-net-worth clients and are widely used. As a type of family trust, an insurance trust has […]
Case Study : Minimizing Inheritance Disputes – Building a Harmonious Family
Case Study Minimizing Inheritance Disputes – Building a Harmonious Family Introduction: In this case, we explore the concerns of Mr. Meng, a 60-year-old entrepreneur who has enjoyed success in his career and family life. However, having been through two marriages and having children from each, he is growing increasingly concerned about potential inheritance […]
Ensuring a Dignified Retirement for a Father After Immigrating
Case Study Ensuring a Dignified Retirement for a Father After Immigrating Introduction: This case examines the concerns of Ms. An, a 53-year-old woman, regarding her father’s well-being and financial security after her family’s decision to immigrate to the United States. It emphasizes the importance of comprehensive planning and introduces the concept of a […]
Safeguarding Assets through Asset Custody
Case Study Safeguarding Assets through Asset Custody Introduction: This case explores the intricacies of asset custody, a situation where assets are held by a third party, and the potential risks it can pose. It highlights the importance of proper planning and introduces the concept of a family trust as a solution to mitigate […]
Case Study 3: Family Asset Protection Plan
Case Study Family Asset Protection Plan Introduction: Mr. Li, a 75-year-old retired entrepreneur, hails from an affluent family with multiple businesses and substantial assets. With numerous family members and high asset valuations, Mr. Li faces an increasing number of risks and challenges. In recent years, his health has been deteriorating, leading him to […]
Case Study 2: Trusts Empowering Wealth Succession
Case Study Trusts Empowering Wealth Succession Introduction: In this case, we delve into the concerns of Ms. Tang, a 60-year-old entrepreneur who is contemplating the issue of wealth succession. She is torn between using a will or a family trust and has sought advice from numerous professionals. Key Differences between Wills and […]
Case Study 1: Generational Inheritance – A Prosperous Family with Many Descendants
Case Study Generational Inheritance – A Prosperous Family with Many Descendants Introduction: In this case, we examine the situation of Mr. Jiang, a 70-year-old retired entrepreneur. Mr. Jiang is now in the twilight of his life, and his greatest hope is to see his family prosper with many descendants. While many of his […]
