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How Do Different Types of Funds Work and How Can They Benefit Your Investment Portfolio?
By: King San Jose Santos, RFP, CTA, CFC, FIFC Fellow | Corporate Finance and Investment, IFC Canada An investment fund pools capital from...
SJ&P | Wealth Advisory
2 min read
Closing the Retirement Fund Gap: How to Ensure Financial Security in Your Golden Years
By: King San Josè - Santos,RFP,CFC,CTA,FIFC Illustration of a retired couple What is a Retirement fund? A retirement fund is a pool of...
SJ&P | Wealth Advisory
3 min read
Opportunities during Bear Market
Understanding the cycle of buying low and selling high. Written by: Mr. King San Josè - Santos, RFP, CFC,CTA, FIFC Chief Financial...
SJ&P | Wealth Advisory
3 min read
Examining the Influence: How Will AI Transform Investment Opportunities in the Philippines?
by: Mr. King San Jose-Santos, RFP, CFC, CTA, FIFC Chief Financial Planner | SJ&P Wealth Advisory Report of AI transition: Courtesy of...
SJ&P | Wealth Advisory
8 min read
Navigating Your Finances: Unveiling the Differences Between a Financial Advisor and a Wealth Manager
Managing your finances is essential for reaching your financial goals and securing your future. In this process, you might encounter...
SJ&P | Wealth Advisory
3 min read
Exploring CRM in Corporate Partnerships: Insights from SJ&P Wealth Advisory
by: King San Jose Santos, RFP,CFC,CTA,FIFC Chief Financial Planner | SJ&P Wealth Advisory CRM for the Next Generation of Business Owners...
SJ&P | Wealth Advisory
3 min read
Determining Your Investor Profile: What Type of Investor Are You?
by: King San Jose - Santos, RFP, CFC, CTA,FIFC Chief Financial Planner | SJ&P Wealth Advisory An Investor reading Financials statements...
SJ&P | Wealth Advisory
6 min read
Navigating Healthcare Excellence: The Unveiling of HMO Partnerships
In an era where collaboration steers innovation, the healthcare industry is no stranger to the power of partnerships. The Health...
SJ&P | Wealth Advisory
2 min read
The Benefits of Partnering with a Private Wealth Manager for Financial Success
Securing a wealth manager can be crucial for those with significant assets and intricate financial circumstances. A wealth manager is a...
SJ&P | Wealth Advisory
4 min read
Accelerating into the Future: Our Exciting Partnership with Hyundai Philippines
By: King San Jose Santos, RFP, CFC,CTA,FIFC Chief Financial Planner | SJ&P Wealth Advisory Illustration of Hyundai Cars Hyundai...
SJ&P | Wealth Advisory
3 min read
The Essential Benefits of Establishing Your Own Retirement Fund
By: King San Jose Santos, RFP, CFC,CTA, FIFC Chief Financial Planner | SJ&P Wealth Advisory A loving grandfather shares a joyful moment...
SJ&P | Wealth Advisory
4 min read
Why Critical Illness Insurance Might Be the Best Decision You Never Knew You Needed
By: King San Jose- Santos, RFP, CFC, CTA, FIFC Chief Financial Planner | SJ&P Wealth Advisory In today's fast-paced world, we often take...
SJ&P | Wealth Advisory
5 min read
Empowering Communities Through Financial Literacy: Insights from Our Seminar with the Philippine Insurance Commission
By: King San Jose- Santos, RFP,CFC, CTA,FIFC Chief Financial Planner | SJ&P Wealth Advisory On May 31, 2023, Inlife and SJP | Chief...
SJ&P | Wealth Advisory
5 min read
Mapfre is now OONA Insurance
By: Cheeno Leyco | Official Update from Oona Team Insular Life (InLife) has entered into a joint venture agreement with Oona Philippines...
SJ&P | Wealth Advisory
1 min read
Which Investment Fund Will Yield the Best Returns in 2025: MP2 Pagibig, Time Deposits, or J.P. Morgan Fund?
2025 Investor's Guide to Selecting the Appropriate Product by: King San Josè-Santos, RFP,CFC,LFA,CTA,FIFC Updated article for 2025 An...
SJ&P | Wealth Advisory
8 min read
The big bear. Is the market crashing?
What to do during the bear market cycle. By: Mr. King San Josè-Santos,RFP,CFC,LFA,CTA For the past few months, we saw the prices wipsaw...
SJ&P | Wealth Advisory
3 min read
What to do when your investment goes down? Tips during Bear Market.
King San Josè-Santos, RFP,CFC,LFA,CTA | May 29, 2022 A bear market is when assets go lower around 20% or higher from recent highs. A...
SJ&P | Wealth Advisory
4 min read
Understanding the JP Morgan Investment Philippines Fund and Its Potential
By: King San Jose- Santos, RFP,CFC,CTA,FIFC Chief Financial Planner | SJ&P Wealth Advisory JP Morgan Investment Philippines. Helping you...
SJ&P | Wealth Advisory
7 min read
What is Capital Appreciation, Capital Gains and Fixed income.
by: King San Josè- Santos,RFP,CFC,LFA,CMA,CREFA Chief Financial Planner | Registered Financial Planner Certified Financial Consultant for...
SJ&P | Wealth Advisory
3 min read
New Product : Solid Future Global
Solid Future Global is a life insurance plan with an investment component that aims to maximize the potential of your money. It provides...
SJ&P | Wealth Advisory
1 min read
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