G for got it - what I hope a 10 year old child will say after buying their 10 first stocks

10 first stocks to buy a 10-year old to start investing early

Posted Leave a commentPosted in Education, Investing, Personal finance

My latest article describes how to choose the 10 first stocks to buy a 10-year old, and why I think it’s important to start kids investing in individual companies rather than mutual funds from an early age. As I disclose: I bought Coca-cola for my older child and PepsiCo for my younger child because they […]

The Best 529 Plans for Expats can fund four or more years at America's finest universities, including UC Berkeley

Best 529 Plans for Expats in Hong Kong

Posted Leave a commentPosted in Education, Personal finance

529 plans are one of the most tax-efficient ways for US taxpayers to save and invest for college and other higher education fees.  The best 529 plans for expats overlap with the best 529 plans US residents are likely to choose, with the exception of residents of US states with high state and local income […]

Saving for College and Retirement: Starting with these primary school language books

Jan 17 Presentation at the AWA: “Saving for College and Retirement”

Posted Leave a commentPosted in Education, Events

I’ll be presenting to American Women’s Association in Hong Kong on January 17th, 2018 at 10am about saving for college and retirement, and look forward to hearing some good questions on finding and funding universities, 529 plans, IRAs, and 401(k) rollovers, as well as more personal questions.  Details are also on page 24 of the […]

US Trusts and Estate Planning Seminar

US Trusts and Estate Planning Seminar Dec 13th 6:30pm in Central, Hong Kong

Posted Leave a commentPosted in Education, Events

California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at 6:30pm for our US trusts and estate planning seminar. Alaska, Wyoming, and South Dakota trusts are among those can be used by both American and non-Americans to better control investment and business assets […]

Tariq Dennison teaches 1-day repo workshop to professional bond traders in Manila, Philippines on October 24th, 2017

Posted Leave a commentPosted in Education, Events

On October 24th, 2017, GFM’s Tariq Dennison presented an intensive 1-day repo workshop to over 60 professional bond traders in Manila, Philippines, with the goal of developing an active and liquid repo market for local Philippine peso bonds. “Repo” is short for “sale and repurchase agreement”, and is the main way banks and funds finance […]

Valuation spreadsheet using Tesla as an example

Posted Leave a commentPosted in Education, Investing

There are many textbooks covering how to used discounted cash flow calculations to value an investment like a stock, but it seemed valuable to post a spreadsheet showing how this applies to projecting the implied future cash earnings of a high-growth company like Tesla Motors. Here is a link to the spreadsheet for your reference. […]

How Much Financial Advisors Charge – Pricing by Account Size and Other Factors

Posted Leave a commentPosted in Client Service, Education, Investing, Personal finance, Saving

More than almost anything else, I believe the financial services industry needs greater price literacy and price transparency.  In almost any other business, customers are used to looking at and comparing the prices of the goods they buy from a store or website and the services they buy from a tax preparer or hairdresser, but […]

Presenting Day 1-2 of 4-day CFA Singapore's Equity Investing Workshops on Top-Down, Quant Strategies and Techniques

Posted Leave a commentPosted in Education, Events

This week, Tariq Dennison is presenting the first two days of CFA Singapore’s Equity Investing Workshops, focusing on top-down, quantitative strategies and techniques. Anand Batepati will be presenting days 3 and 4, using case studies to practice deep dive fundamental analysis on special situations in global stock markets. Feel free to contact us through the […]

Top Lessons from our May 10th Presentation on Top Schools, Top Universities and Saving/Paying for School

Posted Leave a commentPosted in Education, Events

Last night we had a full board room attending our joint presentation with Top Schools‘ head girl Ruth Benny on paying for international schools in Hong Kong and saving for university education in the US or UK.  We had several good questions covering topics including debentures, 529 plans, in-state vs out-of-state tuition, and when to […]

Top Schools, Top Universities: May 10 Joint Event with HK's Top Educational Consultant Ruth Benny

Posted 1 CommentPosted in Education, Events

Hong Kong schools are competitive and costly, and planning and saving for university for your child can seem just as daunting.  This joint presentation by Top Schools’ Ruth Benny and GFM Asset Management’s Tariq Dennison CFP covers the big investments parents make in education, from choosing the best schools in Hong Kong to planning and […]