Blogs | Cocolife Asset Management Company, Inc.

Your Online Investment Journey Starts Here!

Cocolife Asset Management’s mutual funds, namely, United Fund Inc. (UFI) and Cocolife Fixed Income Fund Inc. (CFIFI) are now available through GCASH under bills payment, making investing more convenient. This allows […]

15 September, 2023

What to do when the Market goes down

Market declines, also known as market downturns or bear markets, refer to periods of time when the overall stock market experiences a sustained decline in value. It is an inevitable […]

20 July, 2023

A Guide to Mindful Spending and Budgeting

Creating a budget is essential for achieving financial stability and security, but it can be difficult to stick to a budget if you don’t understand your spending habits. Mindful spending […]

24 February, 2023

Navigating the Mutual Fund Landscape: 3 Key Things to Know

Monitoring and managing your mutual fund investments is crucial to achieving financial success as a first-time investor. Mutual funds can be a great investment option, but it’s important to understand […]

17 February, 2023

How to set financial goals and use mutual funds to achieve them as an OFW

Setting financial goals and investing in mutual funds are important steps to achieving financial stability and security. As an overseas Filipino worker (OFW), you may face unique challenges when it […]

10 February, 2023

How to Create a Budget for your Down Payment on Your First Home

Owning a home for the first time is a dream and can be your life’s biggest milestone. At the same time, it can be considered one of the biggest financial […]

3 February, 2023

A Guide to Retirement Planning in the Philippines

According to studies, Filipinos typically don’t have enough money saved for their senior years. Many Filipinos have the propensity to place the least importance on retirement planning. Frequently, money is […]

27 January, 2023

2023’s Small Money Habits to Develop

New Year’s resolutions are not well-received. It’s true that many of the lofty resolutions we make for ourselves on January 1 (the “New Year, New Me!” ones) are doomed to […]

20 January, 2023

Financial Tips for Couples About to Get Married

When getting married, one of the most important things that couples need to consider is their finances. A joint financial plan can help them establish a solid financial foundation for […]

13 January, 2023

The Importance of Reviewing and Revisiting Your Investment Objectives in 2023

It’s the new year! Aside from resetting your bedroom and workstation at home, make sure that you also revisit your old investment and financial objectives. It’s important to regularly check […]

6 January, 2023

Need Last-Minute Christmas Gifts? Here’s How to Budget Strategically

Has anyone recently been added to your list of people to send holiday wishes to? Whether you’re picking up a gift for a relative attending your Christmas party at home […]

23 December, 2022

Managing Financial Stress During the Holidays

While “the most delightful time of the year” is undoubtedly a joyful time, the financial strain of the holidays is stressing out many individuals and altering how they celebrate. To […]

16 December, 2022

How to Financially Prepare for Christmas

Christmas season begins as early as September in the Philippines. This consists of making plans wherein the whole circle of relatives goes to spend the vacations. Christmas events come as […]

9 December, 2022

How to Manage Your Money to Effectively Use Your Christmas Bonus

Christmas came a little early for some of us! And we’re talking about Christmas bonuses! Filipinos may be given extra money at this time of year in the form of […]

2 December, 2022

Achieving Financial Stability During Difficult Times

Following the pandemic, the Philippines is facing several difficulties that endangers its stability. It is crucial to understand how the current challenges can be solved while the changes take place. […]

25 November, 2022

Does the Kuripot Attitude of the Filipinos Affect Their Financial Goals?

Being kuripot, or thrifty, in the Philippines denotes a reluctance to spend money. Yet is being kuripot a terrible thing? When you refuse to spend money on frivolous expenses like […]

18 November, 2022

Tips for Saving Money to Get Through the Inflation

How to Save Money to Combat Inflation in the Philippines Price rises because of rampant inflation. You are compelled to spend more money on necessities like groceries, water, and energy […]

11 November, 2022

Savings vs. Investment: Which Should I Choose?

When you were a child, do you recall hearing from your parents the classic story about ants storing food crumbs for rainy days? When you were younger, you already understood […]

4 November, 2022

Money Advice for a More Financially Content Couple

It’s not always simple to manage your finances, especially when you’re just getting started. It becomes even more challenging when you add another person to the mix! Now is the […]

28 October, 2022

Why an Emergency Fund is Necessary in the Philippines

Life is filled with uncertainty. With an emergency fund, you can say you are prepared for what’s to come. Having an established emergency fund serves as the cornerstone of wise […]

21 October, 2022

9 Ways to Become Financially Secure Before 30

Many people in their 20s may think it’s impossible to be financially comfortable before they are 30, yet it is possible! Working toward financial security doesn’t have to include depriving […]

14 October, 2022

7 Wise Spending Practices to Avoid Financial Distractions

How well are you doing at sticking to your budget many months into the new year? Your financial obligations may prevent you from keeping your resolutions but developing responsible spending […]

7 October, 2022

How to Enjoy a Stress-Free Retirement

Unfortunately, it is stated that the Philippines has one of the worst retirement systems in the world. Government and corporate pension programs fall short of meeting your post-employment financial demands. […]

30 September, 2022

What Prevents Filipinos from Making Future Preparations

Every Filipino wants access to the greatest healthcare when necessary. Every parent in the Philippines wants the greatest education for their kids. Every working Filipino looks forward to a happy […]

23 September, 2022

5 Pitfalls to Stay Away from While Handling Family Finances

Young couples, especially those expecting their first child, must learn how to manage the family budget. Good money management has a direct impact on the future of the kids as […]

16 September, 2022

Building retirement fund in the Philippines

What are the Benefits of Retirement Planning in the Philippines?

Everybody dreams about retiring early. Who wouldn’t want it? Even diligent workers would not want to be working when they are old and gray. However, not everyone is setting aside […]

9 September, 2022

Saving More Money and Investing for College Students

Saving money is an excellent habit, something you’ve undoubtedly heard from your parents or other adults. But are you truly aware of what saving entails? A hidden piggy bank in […]

2 September, 2022

Investing in Your Health Can Save You Money: Here’s How!

Living an active and happy life requires both physical health and longevity. Your health should come first in your investing portfolio, above anything else. The Price of Health People’s lives […]

26 August, 2022

Budgeting More Effectively During the Pandemic

Remember in 2019? When suddenly our roads became like a runway for planes, our streets turned into empty canals, and our children’s parks and amusement or entertainment venues became dessert-like. […]

12 August, 2022

How to Invest in Philippine Fixed Income Funds for Beginners

Are you interested in investing in securities and funds besides equities and conventional savings accounts? By adding fixed income assets to your investment portfolio, you are diversifying it. Although fixed […]

5 August, 2022

How Parents Can Put Money Aside for Their Kids’ Education

A question that often comes very late to most parents today – how can I save up for my child’s future education? Knowing that your children are healthy, happy, and […]

29 July, 2022

4 Effective Tips for Cost-cutting While Online Shopping

The real malls for today’s consumers are digital, where you can purchase practically anything without ever leaving the comfort of your bed. Cut shopping costs today! Here are some useful […]

22 July, 2022

A Guide to Saving Up for Retiring OFWs

For many, retirement conjures up dreams of leisurely days by the beach, eternal vacations on a farm, or living an easy life in a rest house far away from the […]

15 July, 2022

Newly Weds in the Philippines: 5 Financial Tips to Build Wealth

Getting married is a great feeling. You have found your partner in life and you’re ready to embark on the next chapter of your lives together. But with this new […]

8 July, 2022

Saving Money on a Minimum Wage

Mutual Fund Investments in the Philippines for Minimum Wage Earners If you are a minimum wage earner, it’s important to understand how mutual fund investments work and what kinds of […]

1 July, 2022

Mutual Fund Investing for Moms | Philippines

Mutual Fund Investment for Moms in the Philippines

One of the biggest investment concerns for mothers is choosing the right mutual fund for their money. With so many diverse types of funds and returns to choose from, it […]

24 June, 2022

Mutual Fund Investing for 20-Somethings in the Philippines: What to Consider and Why

Now is the time to start thinking seriously about your long-term financial future. It’s a good idea to start investing with asset management companies in the Philippines that offer mutual […]

10 June, 2022

Preparing for the future: Financial tips for Entrepreneurs

How to prepare for the future as an entrepreneur? Be literate in finance Grow an emergency fund Invest in your health Create a personal monthly budget Invest in quality investment […]

3 June, 2022

6 Mistakes You Must Avoid When Trying to Get Rid of Debts

What should you not do when getting rid of debts? Failing to change money spending habits Missing out on important budget details Not enough emergency savings Trying to get out […]

27 May, 2022

How to Save Up for Upcoming Celebrations and Vacations

How do you enhance your savings for leisure? Write down your savings goals Set up a savings calendar and expense plan Cut back on unnecessary spending Invest in mutual funds […]

20 May, 2022

Tips on Finding Your Asset Manager Match

What are the things I should do when searching for the best asset manager? Gather knowledge of the company Preparation of basic questions Set a list of criteria Asset management […]

13 May, 2022

5 Things to Consider Before Making Investment Decisions

What are the factors to consider when making an investment decision? A well-planned personal finance roadmap Assessment of comfort zone when taking risks Knowledge on the mix of investments Plan […]

6 May, 2022

Why Entrepreneurs and Business Owners Should Invest in Mutual Funds

What are the benefits investing in mutual funds can give to business owners? To achieve personal financial goals To effectively diversify the business To create a sizeable capital for the […]

29 April, 2022

Personal Finance Self-care Questions to Ask Yourself

Whether you are in your prime years or are just about to start your career, focusing on personal finance and having self-care procedures of some sort should keep your finances […]

22 April, 2022

Tips for Investing in Your 50s

How do you invest when you are over 50? Leave your retirement savings alone Establish a strategy Diversify and take moderate risks Retire misconceptions Do not invest your emergency funds […]

8 April, 2022

Debt Spiral: 4 Strategic Ways to Rise Above Financial Obligations

How do you get out of a spiraling debt? Recognize the Spiral Save for Emergencies Don’t Buy the Maximum Allowed on Credit Cards Construct a Debt Repayment Strategy Debt […]

1 April, 2022

5 Common Financial Mistakes and How to Recover from Them

What are the common financial mistakes and how do you cope with them? Living on Loaned Money Making Big, Unnecessary Purchases Paying off Debt Using Savings Not Looking into Investing […]

11 March, 2022

Setting and Achieving Personal Goals in Life: 6 Strategies for Success

How do I achieve my personal goals? Take note of the things you are passionate about Note down your goals and put them somewhere visible Set goals you have control […]

4 March, 2022

5 Helpful Tips to Start a Retirement Savings You Must Know in Your 20s

How can I start saving for my retirement? Establish your goals Build a habit of saving Turn to investing to meet your goals Automate your savings Dedicate a percentage of […]

24 February, 2022

Essential Rules of Personal Finance You Should Know

What are effective personal financial rules for all ages? Stay out of debt or loans Plan your budget diligently Create an emergency fund Stick to a meal plan Do not […]

18 February, 2022

5 Financial Tips for Millennials: Budgeting and Investing

From the way it is to the way it could be, millennials have a different and innovative way to purchase things compared to how it was before digital banks and […]

11 February, 2022

The Right Mindset You Need that Leads to Financial Success

Success in life and finance, like any other factor making us thrive as humans, is essentially driven by mindset. Possessing the right mindset allows you to build a critical foundation […]

4 February, 2022

The Differences Between Asset Management and Wealth Management You Should Know

The idea of investments, stocks, bonds, and assets can be daunting. To begin with, a lot of people are not able to tell the difference between asset management and wealth […]

28 January, 2022

Why Fixed Income Fund Investments Should Be Your Next Investment

Regardless of whether you are a beginner looking for the best investments in the Philippines or near retirement, fixed-income investment or bond investment should have a place in your portfolio. […]

21 January, 2022

Beginner’s Guide to Investing Money on Mutual Funds

There are plenty of ways to position yourself towards a financially secure future. A career in corporate or business can surely help in building riches but there are several other […]

14 January, 2022

Importance and Benefits of Asset Management in the Philippines

The first thing that comes to mind for the majority often refers to asset management being solely tied to Fund Managers, and Investment Specialists or Advisors. While this is not […]

7 January, 2022

Choosing the Right Investments in the Philippines

In today’s world, it has become overly helpful to have investment calculators aside from an advisor to guide you in making an investment decision. There are plenty of resources online […]

10 December, 2021

Investing 101: Where to Invest Your Money for Financial Growth

If you are wondering where to invest in the Philippines, then this article is exactly for you. Before jumping into the fun facts about investing, where to invest, and how […]

22 May, 2021

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