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. While 529 plans are sponsored by a US state, […]
Category: Education
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. 529 plans […]
10 first stocks to buy a 10-year old to start investing early
My latest article describes how to choose the 10 first stocks to buy a 10-year old, and why I think it’s important […]
Best 529 Plans for Expats in Hong Kong
529 plans are one of the most tax-efficient ways for US taxpayers to save and invest for college and other higher education […]
Jan 17 Presentation at the AWA: “Saving for College and Retirement”
I’ll be presenting to American Women’s Association in Hong Kong on January 17th, 2018 at 10am about saving for college and retirement, […]
US Trusts and Estate Planning Seminar Dec 13th 6:30pm in Central, Hong Kong
California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at […]
Tariq Dennison teaches 1-day repo workshop to professional bond traders in Manila, Philippines on October 24th, 2017
On October 24th, 2017, GFM’s Tariq Dennison presented an intensive 1-day repo workshop to over 60 professional bond traders in Manila, Philippines, […]
Valuation spreadsheet using Tesla as an example
There are many textbooks covering how to used discounted cash flow calculations to value an investment like a stock, but it seemed […]
How Much Financial Advisors Charge – Pricing by Account Size and Other Factors
More than almost anything else, I believe the financial services industry needs greater price literacy and price transparency. In almost any other […]
Presenting Day 1-2 of 4-day CFA Singapore's Equity Investing Workshops on Top-Down, Quant Strategies and Techniques
This week, Tariq Dennison is presenting the first two days of CFA Singapore’s Equity Investing Workshops, focusing on top-down, quantitative strategies and […]