Nov 17th Event on Investing in Real Estate: Physical Property vs Liquid Real Estate Investment Trusts (REITs) and Tax Differences

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We are pleased to announce our first joint event with Chris Chang of American Pacific Tax, where we discuss the investing and tax sides of real estate and the differences between buying a physical property vs listed real estate investment trusts (REITs). Registration is now open on Eventbrite.

A few words on Digital Signatures

Posted Leave a commentPosted in Client Service

To minimize costs and maximize security and efficiency for our customers, our regulators, and our staff, GFM handles almost all signed documents using paperless digital signatures.  As a platform, we have chosen Adobe Sign, which is similar to its more widely used competitor DocuSign.  In the future, we may see increasing use of open digital […]

Advantages of directly owning 30 or more stocks instead of an index fund

Posted 1 CommentPosted in Investing

This is an summary and excerpt of my article “Why I Wouldn’t Invest More Than $100,000 In An S&P 500 ETF Or Index Fund“. Ask 100 fee-only financial advisors how they would invest an extra $100,000 that was not needed for at least 10 years, and odds are that one of the top responses would […]