I usually pay no attention to news about the British royal family, even the marriage of American actress Meghan Markle into it, but this story of Prince Harry and the Duchess of Sussex moving assets to Delaware did catch my eye. As a born US citizen, Meghan remains subject to US taxes on her worldwide […]
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 rates of return, barely above bank deposit rates, and often lock in their rates for long periods of time over which inflation could eat away the value of the principal returned at the […]
It seems to have been a mistake by its index provider FTSE, but this tweet by Eric Balchunas of Bloomberg shows five stocks Vanguard‘s ESG fund that many professionals would not likely rank high on ESG measures. While I believe ESG and ethical factors in investing are far more subjective than quantitative factors like value […]
One of my main missions as a fee-only investment advisor is to shine light on how every day professionals can best save and invest for retirement, and know exactly what they’re paying for such services and what they get from those services. I was glad to see this latest Barron’s article highlighting US teachers’ 403(b) […]
Your bank is probably the worst place for you to keep any more money than you plan to spend in the next 1-3 months. For years, I have downgraded from HSBC premier and Standard Chartered priority banking to the most basic service levels of each, so that I only keep about 1 month’s expenses in […]
When coming up with lists of stocks to avoid investing in, starting with companies with the most excessive executive compensation can often be a good place to start. While I do believe top-talented executives should be paid well for making us shareholders wealthier, I feel I get a better sense each year of which multi-million […]
Webb-site.com recently wrote about the vote yesterday to take Hopewell Holdings (SEHK: 00054) private at a roughly 40% discount to book value. This is still a premium to its earlier trading price of more than 60% below book value, so investors in 00057.HK still made money, though not as much as if the whole book […]
This tweet by @nategeraci, @cerulli_assoc and @daniilatcerulli was one of those I found good enough to share and save here for future reference. It ranks what non-ETF users are currently looking for and waiting for before using ETFs. The first and third ones are the most obvious: about half of non-ETF users surveyed said they […]
Anand and I are long time fans and students of Warren Buffett. The recent news that the legendary investor’s firm Berkshire Hathaway lost $2.7 billion last month on their stake in Kraft-Heinz did not reduce my respect and admiration of his wisdom by even one bit, but of course drove me to ask how I […]
Today’s infographic comes from Bloomberg, whose article on the soon-to-be open bridge from Hong Kong to Macau and direct high-speed train to Guangzhou included a bubble map of the relative GDPs of the “Greater Bay Area”. At the turn of the century, I lived in San Francisco where I often heard the term “Bay Area” […]