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    • 🌐 Interactive Brokers
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    • πŸ‡ΊπŸ‡Έ Vanguard
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    • πŸ‡ΊπŸ‡Έ 529 college savings
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Author: quantofasia

How to save $1,000,000 in an IRA by age 59 1/2 with Vanguard and DFA funds
June 15, 2018June 14, 2018Investing, Personal finance, Retirement

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

One of the biggest complaints I hear about US Individual Retirement Accounts (IRAs) is that the maximum contribution limits are too low […]

Invest Outside the Box on Amazon
June 14, 2018June 11, 2018Books, Education

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

Just noticed my book “Invest Outside the Box” has finally appeared on Amazon with an available date of August 14th – looking […]

June 13, 2018Events

ESG Panel on the Bloomberg Gender Equality Index

Today at Bloomberg, we discussed the β€œS” in ESG with a focus on investing in listed companies that empower women, with Fion […]

June 12, 2018Events

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

… 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
June 11, 2018June 8, 2018Investing, Personal finance

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

If you have worked as a professional in Hong Kong since the first MPF scheme was launched in December 2000, and contributed […]

Book Review: "Millionaire Teacher" and "Global Expat's Guide to Investing" by Andrew Hallam
June 9, 2018Books

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

I recently picked up and read through Andrew Hallam‘s booksΒ “Millionaire Teacher” and “Global Expatriate’s Guide to Investing”.Β  Both area easy reads with […]

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

Cambridge university, one of 415 on fafsa.ed.gov's 2018-19 list of 529 plans list of foreign universities
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, […]

We recommend the Utah 529 plan as one of the best 529 college savings plans for US taxpayers living overseas
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 […]

Dow vs S&P 500 total return, 1950-2018
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 […]

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