November 17, 2017November 16, 2017Personal finance Best MPF Schemes by Average Fund Expense Ratio When looking for the best MPF schemes, either as an as an employer of Hong Kong employees, or as an employee rolling […]
October 9, 2017October 8, 2017Investing, Personal finance Three Ways Free Financial Advice Ends Up Costing More Some free advice is worth every penny you pay for it, but free financial advice (like free medical or legal advice) often […]
September 29, 2017April 17, 2018Client Service Performance Fees With A High Water Mark – Example Calculation Here’s one illustration I often based on our fee structure of zero management fee + 25% quarterly performance fee, assuming the account […]
August 1, 2017Client Service, Education, Investing, Personal finance, Saving 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. Β In almost any other […]
March 21, 2017Personal finance, Saving 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 […]
February 21, 2017Saving The 2%/50% rule: How fees and under-diversification can cost half a pension In my previous post, I mentioned that one of the top 10 lessons I learned in my first 10 years of investing […]