How to transfer shares to Interactive Brokers
Most transfers into GFM-managed Interactive Brokers accounts are in cash, but occasionally we are asked how to transfer shares to Interactive Brokers […]
Author: quantofasia
Vanguard sets 1,800 ETFs’ trading costs to zero today: Time to move all your money over?
About a month ago, Vanguard surprised clients and investment advisors (of which I am both) with the announcement that starting in August […]
How to read a fund factsheet – 5 key points to avoiding a $5,000 mistake
A fund factsheet is the “nutritional information” of the investment fund, summing up the objectives, holdings, fees, risks, and performance of a […]
3 main reasons I invest in ETFs instead of mutual funds
I first started using ETFs in the early 2000s, when iShares was aggressively launching several new ETFs, and marketing the line of […]
Earning less than 2.5% on cash? Higher rates from bank deposits and bond ETFs
The US Federal reserve has been raising interest rates slowly but steadily over the past 18 months so far, but many banks […]
How much should I put in a 529 college savings plan each year?
529 college savings plans have no hard and fixed annual contribution limits, unlike IRA, HSA, 401(k), or many other US tax-deferred accounts. […]
Interactive Brokers vs Saxo: Best Online Broker for International Accounts
As two of the world’s leading international low-cost online brokers, we have been very glad to be able to offer a choice […]
Why now is the time to invest over 50% of your IRA in foreign stocks and US bonds
After several years of rising US stock prices, I am often asked when the next crash, or at least next big correction, […]
Yes, you can own real estate in an IRA, but should you?
How to buy real estate in an IRA It is actually relatively easy to buy real estate in an IRA. The main […]
Blockchain Breakfast in Discovery Bay, September 6th
I am pleased to be speaking at the Discovery Bay Entrepreneurs’ Networking Breakfast on September 6th with a 101 presentation on blockchain […]