US State Tax Planning
US Federal taxes are complicated enough, but residents of most US states know that state and local taxes (sometimes known as “SALT”) […]
Author: quantofasia
How to double your money with government bonds in less than 2 years
Today’s chart is thank’s to this tweet by Mohamed El-Erian. Government bonds bore most people, in part because they promise low fixed […]
Vanguard ESG fund adds casino, oil, guns, and prison due to FTSE error
It seems to have been a mistake by its index provider FTSE, but this tweet by Eric Balchunas of Bloomberg shows five […]
US Dividend Aristocrats, August 2019
“Dividend Aristocrats” typically refer to stocks that have consistently paid and raised their dividends for many years, often 25 or more. This […]
Pay Less US Tax: AmCham Seminar on Qualified Accounts on Sep 12
On September 12th at noon in Hong Kong, I am pleased to be presenting an in person seminar at the American Chamber […]
Asian Currency Strategy Webinar on Sep 4th
On September 4th at 5pm Hong Kong time, I will be presenting another free webinar with Singapore Exchange on Asian Currencies and […]
Turbulence vs Damage in Stock Investing
I have no experience piloting airplanes, and admit there have been several times as a passenger that I have been afraid of […]
Who can write your will? Only these three people
I am not in the business of writing wills, but as a holistic wealth manager and financial planner, I often need to […]
Why I love investing in health care, not biotech
I prefer to be as sector agnostic as possible when investing, but when pressed, I admit that healthcare is one of my […]
Investing only in Real Estate or Bank Stocks
Today’s chart in the sectors category plots what would happen if you only invested in either bank stocks or REITs, rather than […]