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Tag: Investing

ten investment advisors
June 25, 2019June 24, 2019Web finds

If you go to ten investment advisors and they tell you the same asset, you better stay away from it!

One way I keep my education on market history fresh is by finding and watching decades-old videos of interviews with investing legends. […]

Zuckerberg Russia Facebook is Not a Democracy
June 5, 2019Investing

Facebook is not a democracy. Does that matter to shareholders?

68% of shareholders want to replace Mark Zuckerberg as chairman of Facebook Inc (NASDAQ: FB), but Mark Zuckerberg still holds the majority […]

How different investments have performed during recessions
April 11, 2019April 10, 2019data, Economics, Investing

How different investments have performed during recessions

While I am often asked “is now a good time to invest?” in both booming and declining economic times, I have recently […]

How to make money in stocks
January 3, 2019Education, Investing

How to make money in stocks: The only two basic ways

The main reason to buy a stock is to get significantly more money out of it than you put into it.Β  By […]

Oldest Mutual Funds
December 11, 2018December 11, 2018Lists

List of Oldest Mutual Funds

The mutual fund as we know it today is almost 100 years old, and following important steps in 1934 and 1940 and […]

Where to invest $1,000,000
November 28, 2018Investing, Personal finance, Web finds

Where to Invest $1,000,000 – Depending on Who You Ask

Bloomberg recently published another article titled “Where to Invest $1,000,000 right now“, where six different experts provided six different opinions on where […]

Invest Outside the Box on Amazon
June 14, 2018June 11, 2018Books, Education

It’s official, my first book “Invest Outside the Box” is available on Amazon August 14th!

Just noticed my book “Invest Outside the Box” has finally appeared on Amazon with an available date of August 14th – looking […]

Cambridge university, one of 415 on fafsa.ed.gov's 2018-19 list of 529 plans list of foreign universities
May 29, 2018September 23, 2019Education, Investing, Personal finance

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.Β  While 529 plans are sponsored by a US state, […]

IRS Form 8621 for PFICs (Foreign Mutual Funds)
May 16, 2018May 8, 2019Investing

PFIC: How Non-US Mutual Funds are a 4-letter word to Americans Overseas

Many Americans living outside the US have visited their local bank to be told that they are not allowed to purchase investment […]

April 14, 2018Books

When Foreign Government Bonds (Sovereign) also give “buy low, sell high” opportunities

One of my favorite books is Ben Graham’s “The Intelligent Investor”. This page from the fourth revised edition (1973) gives a short […]

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