Lists of Closed-end Funds and Investment Trusts in the US, UK, Canada and Australia
Although ETFs have become the exchange-traded investment vehicle of choice over the past 25 years, closed-end funds remain a relevant way to […]
Tag: United States
Top 200 US-listed Real Estate Investment Trusts (REITs) by Market Cap as of 2017Q3
The US is by far the largest market for listed real estate investment trusts (REITs), with over US$1 trillion in market cap, […]
I'm in San Francisco tomorrow, June 23rd 2017 – Message if you have time to meet
Looking forward to catching up with my colleagues in the San Francisco Bay Area tomorrow, even though I know this is last […]
Protecting Your California Assets: Seminar with Visiting Estate Lawyer Vivian Yuan
We are pleased to host California asset protection expert Vivian Yuan as a visiting speaker on July 12th at 6:30pm at our […]
Investing in Hawaii Event on May 12th at Eaton House Hong Kong, with Tariq Dennison, Khai Tran and Chris Chang
On May 12th at 6:30pm at our new office at FinTech hub Eaton House, we will be presenting a 3-part event on […]
College tuition rises now depend more on China than domestic drivers
For decades, college tuition has risen at a significantly faster pace than the rate of inflation, having roughly tripled in the last […]
On "Money Talk" @RTHKradio3 with Ample Capital's Alex Wong: Border Adjustments and Fed Hikes
This morning on RTHK Radio 3’s “Money Talk” program, I was pleased to speak with host Peter Lewis and Ample Capital‘s Alex […]
Top 28 Countries for overseas college education, according to THE World University Rankings
In preparation for today’s college savings seminar, I updated the following table on which countries have the most universities, students, and international […]
FBAR deadline for US taxpayers foreign accounts moved to April 15th
Thanks to our friends at American Pacific Tax for pointing out that the deadline for US citizens and green card holders to […]
"The biggest risk is thinking there's no risk" – two @MilkenInstitute quotes
Today I’m sharing a link to a 2013 Youtube interview with Michael Milken and Howard Marks with some memorable quotes on risk from […]