May 29, 2018August 2, 2018News Video: My Interview on Fintech Innovation, AI, and Robo-Advisors Interview with Jose Allan Tan of Enterprise Innovation on Fintech, AI, and Robo-Advisors
May 29, 2018September 23, 2019Education, Investing, Personal finance List of Foreign Universities on the US DoE list, for 529 Plans 529 plans are one of the best US tax-advantaged vehicles for college savings.Β While 529 plans are sponsored by a US state, […]
May 25, 2018Education, Investing, Personal finance Why I recommend Utah as the best 529 plan for US taxpayers living overseas 529 plans are a US tax shelter providing 100% tax-free treatment of investment gains if used for qualifying educational expenses.Β 529 plans […]
May 22, 2018May 16, 2018Investing How to Beat the Market, Factor 3b: Avoid the Biggest Companies, Remember Dow vs S&P “Buy a low cost, passive index fund, and hold it for the long term” is probably one of the most mainstream pieces […]
May 22, 2018May 16, 2018Investing How to Beat the Market, Factor 3: Buy Small Cap Value, Not the Big “Glamour” Stocks For the third factor in this series, I wanted to highlight two of the most “classical” factors for classifying and selecting stocks: […]
May 21, 2018May 16, 2018Investing How to Beat the Market, Factor 2: Buyback Yield and Total Shareholder Return Buyback yield is one of the top factors I look for in stocks of companies I buy.Β Buyback yield can be thought […]
May 16, 2018Investing How to Beat the Market, Factor 1: Following Insider Buying It goes without saying that listed company insiders know more about what is going on within a company and what its near-term […]
May 16, 2018May 8, 2019Investing PFIC: How Non-US Mutual Funds are a 4-letter word to Americans Overseas Many Americans living outside the US have visited their local bank to be told that they are not allowed to purchase investment […]
May 15, 2018May 16, 2018Investing In Hong Kong, Small Caps Broadly Underperformed Large Caps 2000-2018 Hong Kong small caps are of particular interest to me because I live and work in Hong Kong as a professional investor […]