Top International Smart Beta ETFs
I probably like the term “smart beta” even better than most other professional investment advisors, not to mention more than most average […]
Author: quantofasia
Top Actively Managed ETFs by Assets
One of the most common misconceptions I hear about exchange traded funds (ETFs) is that they are all passively managed, market cap […]
13 Thought-provoking charts from “Stocks for the Long Run”
I recently re-read the 5th edition of Jeremy Siegel‘s classic book Stocks for the Long Run, and thought it would be worth […]
ESG Funds Have Historically Underperformed
When discussing ESG, performance can and should matter almost as much as the environmental, social and governance factors measured. Unfortunately, many ESG […]
Highlights and photos from the China Alternatives Investment Summit 2018 in Beijing
Had some problems uploading these from the conference, but here are some photos of last week’s event on ETFs and alternative investments, […]
Roth IRA Conversion Calculator
Especially around year end, I often hear the question “Should I do a Roth IRA conversion? What are the long-term benefits of […]
Saving now vs later: Calculating the difference
In an earlier post, I posted a static chart with some calculations on the difference between saving now vs later, and how […]
Simple retirement calculator
As I have often mentioned publicly and in my book, I have long preferred a simple rule of thumb I call the […]
Better than Transferwise: Saving Thousands on International Transfers with an Interactive Brokers account
One of the most frequently asked questions I get is “what is the best way to transfer a large sum of money […]