US Political Risk For Investors in 2021 And Beyond
Modelling your future investment returns is most clearly done by writing down a list of scenarios, estimating how much money your investment […]
Tag: United States
JP Morgan Large Cap Growth vs Small Cap Value 3×3 Grid, July 2020 edition
One tweet I found worth sharing today was this one by @NateGeraci showing JP Morgan’s 3×3 grid of past performance and current […]
Webinar: What Non-US Investors Need To Know About Investing In The US
US stock, bond, and real estate markets remain a top investment destination for foreign investors from around the world due to its […]
US State Tax Planning
US Federal taxes are complicated enough, but residents of most US states know that state and local taxes (sometimes known as “SALT”) […]
Top S&P 500 ETFs as of 2019 Q2
I have long argued that the S&P 500 is an overrated, overused stock market index benchmark, while also admitting it is still […]
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 Beat the Market, Factor 3: Buy Small Cap Value, Not the Big “Glamour” Stocks
For the third factor in this series, I wanted to highlight two of the most “classical” factors for classifying and selecting stocks: […]
How to Beat the Market, Factor 2: Buyback Yield and Total Shareholder Return
Buyback yield is one of the top factors I look for in stocks of companies I buy. Buyback yield can be thought […]
US Trusts and Estate Planning Seminar Dec 13th 6:30pm in Central, Hong Kong
California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at […]
How to do a 401k rollover to an IRA as an expat
After changing jobs, or even getting posted on an expat assignment by the same company, employees generally have the freedom to do […]