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    • 🌐 Interactive Brokers
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    • πŸ‡ΊπŸ‡Έ Vanguard
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    • πŸ‡ΊπŸ‡Έ 529 college savings
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Tag: fees

best MPF schemes by fund expense ratio
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 […]

200000 Vietnamese dong notes, worth less than US$10 each but more than most free financial advice
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 […]

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