Achieving Investment Success: Providend's Philosophy of Sufficiency

Having gone through multiple market crises together with our clients since 2001, we know what works and what will not work. We do not use investments that try to outguess the markets, nor do we put our clients through the stress of unnecessary risks for the sake of excessive returns that they do not need to achieve their life goals. In this 8-part video series titled "Investing Wisdom for Smart Investors", our Founder & CEO, Christopher Tan, kicks us off by setting the context of why Providend is anchored on the ‘Philosophy of Contentment’ or the ‘Philosophy of Sufficiency' for our clients' investment journey. Following that, Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, explores current investment topics that are on every investor's mind. Established in 2010, the ‘Philosophy of Sufficiency' guides the deep conversations we have with our clients, helping them actively pursue what is most important for them. This philosophy acknowledges that while they cannot have everything in life, they will gain clarity on what they must achieve during their lifetime. Read this article to learn more about our ‘Philosophy of Sufficiency': https://providend.com/how-to-make-lif... Timestamp: 00:41 Navigating economic challenges. 03:28 Providend’s ‘Philosophy of Sufficiency'. 05:01 Non-negotiable life goals. 06:09 What is enough returns. 07:06 Speculative assets like cryptocurrency. 09:26 Client risk tolerance and portfolio decisions. 13:00 Market volatility. Learn more by reading our investment eBook titled "A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty": https://providend.com/publications/#i... You may also be interested to watch our Investment 101 video series here:    • How to Invest During High Inflation | Inve...   Music courtesy of ItsWatR. At Providend, we are passive in areas where evidence shows us that it is better to be passive and active in areas where we cannot afford to be passive. This philosophy is born out of our experiences managing money through many crises. Learn how we help our clients have a good investment experience here: https://providend.com/how-providend-h... With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. You can reach out to us for sound advice tailored to your unique situation: https://providend.com/our-clients/ser... ________________________________________________________ Learn more about: ▸Our philosophy at https://providend.com/about/ ▸Our publications at https://providend.com/publications/ ▸Providend's Money Wisdom Podcast Season 3 at https://providend.com/providends-mone... Connect with Providend ▸Facebook:   / providend   ▸LinkedIn:   / prov.  . ▸Website: https://providend.com/our-clients/ser... ▸Newsletter: https://providend.com/#newsletter-sub... © Providend Ltd 2024. All Rights Reserved.