US Trusts and Estate Planning Seminar

US Trusts and Estate Planning Seminar Dec 13th 6:30pm in Central, Hong Kong

Posted Leave a commentPosted in Education, Events

California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at 6:30pm for our US trusts and estate planning seminar. Alaska, Wyoming, and South Dakota trusts are among those can be used by both American and non-Americans to better control investment and business assets […]

401k rollover to an IRA investment account

How to do a 401k rollover to an IRA as an expat

Posted Leave a commentPosted in Personal finance

After changing jobs, or even getting posted on an expat assignment by the same company, employees generally have the freedom to do a 401k rollover of their retirement savings account to an IRA account at their choice of brokerage firm or mutual fund company.  Doing a 401k rollover to an IRA, and consolidating all your […]

Lists of Closed-end Funds and Investment Trusts in the US, UK, Canada and Australia

Posted Leave a commentPosted in data, Investing, Lists

Although ETFs have become the exchange-traded investment vehicle of choice over the past 25 years, closed-end funds remain a relevant way to access less liquid and less scalable assets, and for this reason they are often available at a discount to their net asset value with many paying high dividend yields. As a handy reference, […]

US at night

Top 200 US-listed Real Estate Investment Trusts (REITs) by Market Cap as of 2017Q3

Posted Leave a commentPosted in Investing, Lists

The US is by far the largest market for listed real estate investment trusts (REITs), with over US$1 trillion in market cap, including some large foreign REITs trading over the counter as ADRs.  For reference, here is a list of 200 of the largest US-traded REITs as of August 2017, with links to their WSJ […]

I'm in San Francisco tomorrow, June 23rd 2017 – Message if you have time to meet

Posted Leave a commentPosted in Uncategorized

Looking forward to catching up with my colleagues in the San Francisco Bay Area tomorrow, even though I know this is last minute.  You can reach me via WhatsApp, my US number, or through the contact form below: Photo Source: WikiMedia Commons

Protecting Your California Assets: Seminar with Visiting Estate Lawyer Vivian Yuan

Posted Leave a commentPosted in Events

We are pleased to host California asset protection expert Vivian Yuan as a visiting speaker on July 12th at 6:30pm at our boardroom at Eaton House, Hong Kong. Vivian Yuan is based in Silicon Valley, California, where she runs a law firm providing estate planning, asset protection, tax planning, and business formation services in California, […]

Investing in Hawaii Event on May 12th at Eaton House Hong Kong, with Tariq Dennison, Khai Tran and Chris Chang

Posted Leave a commentPosted in Events

On May 12th at 6:30pm at our new office at FinTech hub Eaton House, we will be presenting a 3-part event on investing in Hawaii: Tariq Dennison CFPCM from GFM Asset Management will be starting with the outside view of Hawaii’s economy and business environment, with some examples of stocks and bonds with exposure to […]

College tuition rises now depend more on China than domestic drivers

Posted Leave a commentPosted in Education, Personal finance

For decades, college tuition has risen at a significantly faster pace than the rate of inflation, having roughly tripled in the last 40 years in real terms (that is, even after adjusting for inflation) (Sources: The College Board and NCES).  This post discusses what I believe have been the main drivers of the seemingly rapid rise […]

On "Money Talk" @RTHKradio3 with Ample Capital's Alex Wong: Border Adjustments and Fed Hikes

Posted Leave a commentPosted in Uncategorized

This morning on RTHK Radio 3’s “Money Talk” program, I was pleased to speak with host Peter Lewis and Ample Capital‘s Alex Wong about the ongoing rise in protectionism and Trump’s talk of border adjustments, as well as what impact the latest Fed hike to 0.75 – 1.00% might have on markets on both sides […]

Top 28 Countries for overseas college education, according to THE World University Rankings

Posted Leave a commentPosted in Personal finance, Web finds

In preparation for today’s college savings seminar, I updated the following table on which countries have the most universities, students, and international students in the Times Higher Education World University Rankings top 200 universities. Perhaps not surprisingly for an English language publication, the US and UK together hold 95 of the top 200 spots, with […]