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Category: Education

Personal Finance Math From My 1992 High School Textbook
April 6, 2021March 31, 2021Education

Personal Finance Math From My 1992 High School Textbook

The other day I happened to pick up a copy of my 11th grade math textbook published in 1992, and came across […]

FAFSA Codes For Non-US Schools
July 7, 2020Education

2020-2021 US DoE FAFSA Codes For Non-US Schools

One thing I have gotten used to doing in June and July is checking up on 529 college savings plans, especially on […]

April 27, 2020May 13, 2020Education, Events

Investing In China and India After COVID-19: Upcoming Webinars

Two of my upcoming webinars with SGX and Interactive Brokers cover outlooks on investing into China and India after the coronavirus outbreak: […]

February 5, 2020Education

Singapore ETFs 101 Webinar on March 9th

The global market for exchange traded funds (ETFs) recently surpassed US$6 trillion, largely due to more retirement plans and advisers seeing ETFs […]

Stocks or bonds
July 12, 2019Education, Investing

Buy stocks or bonds? 3 numbers to help decide

It is widely repeated in the investment community that the biggest difference in whether you earn high or low rates of return […]

How to make money in stocks
January 3, 2019Education, Investing

How to make money in stocks: The only two basic ways

The main reason to buy a stock is to get significantly more money out of it than you put into it.Β  By […]

September 11, 2018September 10, 2018Education, Events, Investing

Investing Lessons at the 2018 “The Future is Female” Conference in Hong Kong, Sep 14th

If you’re in Hong Kong this Friday, September 14th, I hope to see you at “The Future is Female” conference at Campfire […]

How to read a mutual fund fact sheet - 5 key points
July 31, 2018July 30, 2018Education, Investing

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 […]

how much 529
July 26, 2018Education, Investing, Personal finance

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.Β  […]

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 […]

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