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UITF / Mutual Funds

Ask Geri: VUL Insurance or Mutual Funds?

Get both! The "or" approach may be stemming from the fact that VUL and investment funds do have some overlaps and maybe you want to avoid the redundancy and the repetition to sort of maximize your investments. But they do have distinct purposes and benefits that the other cannot provide. [...]

February 22, 2015 // 0 Comments

Where to Put My Christmas Bonus? v2

Fully or partially pre-term your loans. I know this sounds so killjoy but hey, delay of gratification is always gratifying. And think about this. Imagine the interest savings you can get by pre-terminating your loans. Or the freed up money that used to be spent on amortizations. [...]

December 4, 2013 // 1 Comment

Bonds vs Equities: Which Is Better?

So which do you prefer? Lend to a company for a single-digit but almost sure return? Or risk some more and ride the lows and highs of company performance by owning a portion of it, for a chance to have double-digit gains? [...]

March 24, 2013 // 0 Comments