MoneyOwl

10/06/2026

The SPIVA 2025 Scorecard is out - published by S&P Dow Jones Indices, it is one of the most widely referenced reports measuring how actively managed funds perform against their benchmark indices.

Across most developed markets, more than 3/4 of active fund managers underperformed their benchmarks over the long term, which is consistent with what we have seen in past years.

We share what the latest findings mean for everyday investors, and why a low-cost, globally diversified portfolio remains MoneyOwl's recommended approach for the long term.

The SPIVA 2025 Scorecard shows active funds falling short. Discover MoneyOwl’s take on this, and why low-cost, globally diversified portfolios win long term.

05/06/2026

In our recent webinar on Unpacking Integrated Shield Plan Changes on 4 June Thursday, our Master Financial Literacy Trainer Felicia Yeo, CFP®, AEPP®, shared more about the changes to IP riders, how they may affect your healthcare coverage, and what steps you should consider taking.

💬 There was also an interactive Q&A session where the audience got the opportunity to get a wide variety of questions answered - from insurance considerations one may have when they have pre-existing conditions, to whether riders were even necessary.

💙 We're heartened to know that participants benefitted from the webinar, as they shared that "it was a good refresher on IP and IP Riders" and they gained "a better understanding on the changes" and that it is "always good to have MoneyOwl to share objective info for public".

For those who missed out on this session, you can now catch it on YouTube: https://youtu.be/3a_1k8mBNQ8?si=SToOf-DaHDkYXBux

And if you want to receive updates on our upcoming events, webinars and content, subscribe to our mailing list here: https://bit.ly/momlwbr

Tune into our webinar by MoneyOwl's Financial Literacy Trainer, Fel...

03/06/2026

We recently had the privilege of delivering a financial literacy workshop for the Stewardship Asia Centre team, where we not only shared practical financial knowledge, but also guided employees on how to use MoneyOwl tools to gain a clearer picture of their personal financial plan. 🌱

Stewardship Asia Centre shared this about the session: "Our employees found the session engaging and came away with practical takeaways and tools they could apply to their personal financial planning… We would not hesitate to recommend MoneyOwl to other organisations looking to invest in their employees' financial wellbeing."

We're grateful for the opportunity to partner with organisations that recognise the importance of supporting employees not just professionally, but personally through financial literacy and financial wellbeing initiatives.

Because when employees feel more confident about their finances, they can focus more fully on what matters, at work and beyond. 💚

If you're interested in bringing financial wellbeing programmes to your organisation, reach out to us here: https://www.moneyowl.com.sg/corporate-programmes/

29/05/2026

SingStat's latest data shows that Singaporeans' net worth and savings are up.

While this is good news, we do not know if the increases in total levels of savings and net worth are being driven by a minority of high-income earners and wealthy households.

What we can't ignore is that household debt has been climbing for 10 consecutive quarters, and it's accelerating. Furthermore, personal loans (that are not mortgages or car loans) are growing fast and that's worth paying attention to. 👀

💸 Want to take control and reduce your debt? Visit: https://www.moneyowl.com.sg/owlrubrics/strategy-to-reduce-debt/

28/05/2026

We are grateful to be back at CIMB Singapore InsureXpo® for the second year, where our Master Financial Literacy Trainer, Felicia Yeo, conducted a breakout session on making sense of the latest Integrated Shield Plan changes. 🛡️

Healthcare decisions can often feel overwhelming, especially with new changes raising important questions around coverage and costs. Judging by the overwhelming response, where we even ran out of chairs and had attendees standing in to listen, it was clear this is a topic many people are seeking greater clarity on.

We're passionate about helping people better understand their options so they can make informed decisions and feel more confident about their medical protection - moments like these remind us just how important accessible insurance literacy is. 🏥

Thank you to everyone who joined the session and brought such great energy and thoughtful questions, and a heartfelt thank you to CIMB Singapore for having us back and for continuing to champion insurance literacy in a meaningful way!

If you missed this session, and you're interested in understanding more about making sense of the latest Integrated Shield Plan changes, register for our upcoming webinar on 4 June Thursday 7.30pm:
https://www.eventbrite.sg/e/unpacking-integrated-shield-plan-changes-tickets-1989638873430?aff=li

22/05/2026

Financial planning is not only about building wealth, but also about preparing for the risks and uncertainties that matter most.

MoneyOwl recently conducted a workshop for NTUC Singapore's Industrial Relations Officers (IROs), where we unpacked the latest Integrated Shield Plan changes and discussed key considerations when reviewing health insurance coverage.

Thank you to everyone who joined us - we hope the session provided practical insights to support more informed financial decisions!

📧 Interested in bringing financial literacy workshops to your organisation or community? Find out more and express your interest here: https://www.moneyowl.com.sg/corporate-programmes/

21/05/2026

Do you know what you are actually paying for with your Integrated Shield Plan and rider? Recent changes may affect the way your coverage and costs work.

Join us for our webinar as we break down the latest IP and rider updates, and key considerations when reviewing your healthcare protection needs.

🗓️ 4 June Thursday, 7.30pm - 8.30pm
🔗 Sign up here: https://www.eventbrite.sg/e/unpacking-integrated-shield-plan-changes-tickets-1989638873430?aff=fb

20/05/2026

"Are You Money Enough, or Money-Not-Enough for an Early Retirement?" In this article by Workforce Singapore - WSG's CareersCompass by MyCareersFuture, our Senior Solutions Lead, Daphne Lye, shares perspectives on:

💡How to build a strong retirement nest egg, and how to assess whether you are financially on track for retirement

💡 How CPF LIFE monthly payouts can provide a foundation for your retirement income

💡 Why retirement should not be seen as an endpoint, but as a continuation of a meaningful life.

Read the full article here:

As of July 2026, Singapore’s minimum retirement age will rise to 64, and the re-employment age to 69. Here's what it means for your career planning.