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.
GFM’s primary business is managing investment accounts for individual clients, many of which clients choose to hold at Interactive Brokers due to their low costs, excellent technology, and clear statements and reporting. Interactive Brokers is a US-based brokerage firm founded in 1977 with offices in Hong Kong, China, Japan, India, Australia, and the UK, and […]
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 […]
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 […]