Blockchain Breakfast in Discovery Bay, September 6th

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I am pleased to be speaking at the Discovery Bay Entrepreneurs’ Networking Breakfast on September 6th with a 101 presentation on blockchain and cryptocurrencies.  Details and registration here. Image credit: Maxpixel

How to save $1,000,000 in an IRA by age 59 1/2 with Vanguard and DFA funds

How to save $1,000,000 in an IRA by age 59 1/2 on a few hundred per month

Posted Leave a commentPosted in Investing, Personal finance, Retirement

One of the biggest complaints I hear about US Individual Retirement Accounts (IRAs) is that the maximum contribution limits are too low and not worth the hassle.  As an illustration of how saving regularly in an IRA can be very much worth the hassle, I thought it would be worth showing how the low maximum […]

Invest Outside the Box on Amazon

It’s official, my first book “Invest Outside the Box” is available on Amazon August 14th!

Posted Leave a commentPosted in Books, Education

Just noticed my book “Invest Outside the Box” has finally appeared on Amazon with an available date of August 14th – looking forward to seeing it on shelves and on the desks of practitioners!  

ESG Panel on the Bloomberg Gender Equality Index

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Today at Bloomberg, we discussed the “S” in ESG with a focus on investing in listed companies that empower women, with Fion Li, the HKEX’s Angelina Kwan, and HKU Professor Stacilee Ford

Honored to meet @HKEXGroup CEO Charles Li on Connect Hall (former HKEX trading floor) last night, where he called NYSE floor activity “fake”…

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… saying all real trading happens on computers now anyways. Thank you to my old CIBC colleague Elisa for the great photo!

How to have over $1,000,000 in MPF by age 40

How to have over $1,000,000 in MPF by age 40

Posted 1 CommentPosted in Investing, Personal finance

If you have worked as a professional in Hong Kong since the first MPF scheme was launched in December 2000, and contributed the minimum each month into a low-cost Hong Kong stock index fund, you should have over $1,000,000 in MPF by now. MPF stands for Mandatory Provident Fund, and is Hong Kong’s equivalent to […]

Book Review: "Millionaire Teacher" and "Global Expat's Guide to Investing" by Andrew Hallam

Book Review: “Millionaire Teacher” and “Global Expatriate’s Guide to Investing” by Andrew Hallam

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I recently picked up and read through Andrew Hallam‘s books “Millionaire Teacher” and “Global Expatriate’s Guide to Investing”.  Both area easy reads with plenty of useful examples of how to save more and avoid getting ripped off by salespeople posing as financial advisors.  Even though I don’t agree with everything he says, I would recommend these […]