How GFM makes investing simple
What is the big difference between investing with GFM vs investing with any of the other financial advisors and brokers in the […]
Category: Personal finance
How to best convert and transfer large amounts of money across currencies at low cost
One situation I’m glad to be able to frequently help with, which can often save thousands of dollars, is how to covert […]
Top 28 Countries for overseas college education, according to THE World University Rankings
In preparation for today’s college savings seminar, I updated the following table on which countries have the most universities, students, and international […]
The 15-40/7-4 rule: The numbers behind saving 15% of your income
A widely said rule of thumb is that you should save 15% of your income towards retirement. According to the IMF, 15% […]
How I invested my first 10 years of savings, bonuses and 401(k)/IRA contributions and top 10 lessons learned
Of all the habits I started early in my career, I would rank the habit of paying myself first, saving at least […]
Asians spend 7.5x on education but 1/3x on housing vs Americans? From a 2015 Milken interview
One of my favorite things to listen to in the background are interviews with influencers that occasionally say something to get me […]
Funding your 2016 and 2017 IRA now and automatically – the #MillionDollarDifference
There are still two more months before the April 16th, 2017 deadline to make a 2016 contribution to your Individual Retirement Arrangement […]
Hong Kong's Best Savings Plan – How it Works
A good savings plan, at a minimum, has the following features: Secure, automated handling of regular monthly contributions Allocation of those contributions […]
Your Financial Life in Hong Kong, Part 8: Exploring the Rest of Asia
This is part 5 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners living in or moving to Hong Kong looking to better understand “the system” and better manage their money both in and outside of Hong Kong. Let me know if you have any questions. Hong […]
Your Financial Life in Hong Kong, Part 7: Owning a Hong Kong Company and Getting a Visa as an Entrepreneur or Investor
This is part 5 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners living in or moving to Hong Kong looking to better understand “the system” and better manage their money both in and outside of Hong Kong. Let me know if you have any questions. Hong […]