It’s that time of the year when we review our portfolios. The financial year has ended and we will prepare to get the numbers organised for tax filing. While we are at it, we would like to see if the ...

I prioritize not losing money, generating 1%-3% monthly cash flow, and practicing emotional fluidity for disciplined investment decisions. My portfolio focuses on value stocks in Hong Kong, China, and ...

In taxable accounts, selling investments to rebalance can trigger capital gains taxes. Expat investors need to weigh the benefits of rebalancing against these potential costs. Techniques like tax-loss ...

It’s important to maintain a diversified portfolio. If you’re not comfortable investing, there’s an easy way to do that. Investing in the S&P 500 index is a time-tested strategy that could work out ...

Unfortunately, you can't time the market on required minimum distributions (RMDs). RMDs are calculated based on two factors: the value of your portfolio and your age, both as measured at the end of ...