Expected Return of Stocks and Bonds vs CAPE Ratio

Expected Return of Stocks and Bonds in One Simple Chart

Posted Leave a commentPosted in Charts

One of the most frequently asked questions I am sent is “what is the rate of return I should expect when I invest in the market”? With bonds, it is fairly easy to see that a short-term US Treasury note bought with a yield of, say, 2%, will return you 2% per year if held […]

MPF vs ORSO

US Tax Structures for Hong Kong Residents

Posted Leave a commentPosted in Wealth Management

My latest article in STEP HK’s August Newsletter is on “US Tax Structures for Hong Kong Residents“. Unlike with Mainland China, the US does not have a double-tax treaty with Hong Kong (more on tax treaties here), but there are still several ways Hong Kong residents may use US structures depending on whether they are […]