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O&G Research and Thinkpieces

O&G Market Insight (Max Greb): Silver the Cheapest in 100 Years

5/1/2020

 

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April 2020 Market Insights: Navigating the Global Shutdown

4/1/2020

 

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March 2020 Market Insights: Coronavirus Update

3/1/2020

 

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January 2020 Market Insights: Coronavirus & Our Investments

1/1/2020

 

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A Golden Year: Beyond 2019

11/15/2019

 
Earlier this year, we discussed the benefits of investing in precious metals, and several means of doing so (in this article). Given the strong rise in gold prices this year, we take another look at the best way to maintain exposure to this asset class. 
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Tips to Teach Your Children About Financial Responsibility

5/27/2019

 
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It’s never too early to start teaching your children financial skills, and the importance of proper money management. With Mother’s Day having come and gone, mothers can reflect on their role, and teach some tricks to their kids on how to become financially savvy. According to a study conducted by University of Cambridge, financial habits and the relationship to money begin to form by age 7. Early money lessons generate other benefits too. If kids learn how to budget and spend wisely, they will develop patience and organizational skills in other aspects of their lives. 
Here are some practical ways you can increase your kids' financial literacy from the early years and set them up to win with money at any age.

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Owning Your Worth as a Woman: Richest Women in Shanghai Series

5/27/2019

 
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​Have you ever asked for a raise but got brushed off? Does the thought of asking for more money, or the promotion you deserve have you shaking in your boots? Do you know how to negotiate your salary to match your true value in the marketplace?

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Wills & Guardianship Event Recap

5/27/2019

 
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We wish to thank everyone who attended our event at Geek Wine yesterday, and to our speaker Camille Xu for providing us with all details surrounding Wills & Guardianships.

​How do you ensure that your loved ones and property are protected while living abroad?
These are very important considerations to take into account in the event of a parent’s death, and even more so when you’re living in a foreign country as an expat family. 

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New and Simplified U.S. Notarial Services in Shanghai

4/15/2019

 
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O&G Capital Management is pleased to offer complete notarial services that are simplified and efficient! We have the ability to provide notarial services to all US citizens who require authorized documents per US law and policies set forth by the Department of State. Additionally, we offer notarial services to any individual of any nationality, as long as the document being notarized is required for use within the jurisdiction of the United States and abides by relevant US laws.


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Richest Women in Shanghai Event Recap

4/15/2019

 
In a landmark of Greek Culture & Lifestyle, the Hellas House takes a holistic approach to personal betterment engaging mind, body, environment and nutrition. The venue’s inspiration and passionate dedication towards empowering a healthier and happy life was the perfect setting for our event “Richest Women in Shanghai – Saving & Investing Your Way to Financial Freedom.” Pointedly, self-empowerment toward a healthier and happier financial life.
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How to Include Gold in Your Portfolio in 2019

4/15/2019

 

The Gold Standard

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Serving as the basis of economic capitalism, gold has always played a major role in the global economy. 
Although not a primary currency anymore, gold can be used as an integral tool in your portfolio and carries a variety of benefits:
Store of Value & Inflation Hedge
Compared to the USD that has lost 98% of its purchasing power since the Federal Reserve was established, physical gold has preserved value by consistently beating inflation.  Unlike fiat and cryptocurrencies, gold is a tangible asset that cannot be hacked, forged or erased.

Diversification

Having a small portion of your portfolio dedicated to gold is an effective way to maintain a balanced portfolio over an economic cycle.
Hedge against market crashes
Gold has proven to balance equity losses during downturns, with the commodity rising nearly 70% of the time that stock markets fell over the past 50 years (across all 12 month periods).


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Breakfast At The Portman Ritz Carlton

4/15/2019

 
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With freshly made breakfast and exotic fruits filling the bar counter, O&G had the pleasure of welcoming life insurance expert Dr. Doyle Ray Oakey to the Shanghai Life Insurance Seminar 2019.

Dr. Oakey has more than twenty years of global experience advising companies, individuals, and families on insurance, wealth and risk management products, process and preparedness. Today, he continues to advise insurance clients globally through his role in Primer Sol Consulting.

Two sessions were held. A Monday morning session presented in English, and a Chinese counterpart on Tuesday with the same exceptional set-up accompanied by an experienced translator. The purpose of the seminar was ‘a client-centered approach’ where attendees from both presentations represented professional service firms, to identify their clients’ insurance needs.


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Taming Your Taxes: U.S. Citizens Living Abroad

3/1/2019

 
U.S. Federal Tax Filing Requirements:
1. Employees with income exceeding $10,000/month
2. Self-employed individuals with income exceeding $400/month.
Deadline:
Any taxes due must be paid by April 15th, just like back in the U.S. Filing deadline is June 15th, with a further extension available until October 15th.
Other requirements:
1. FBAR: must be filed for individuals with a combined balance exceeding $10,000 in accounts outside of the U.S.
2. Form 8938: must be attached to the annual return of individuals with foreign assets exceeding $200,000, excluding a home owned in your name (FATCA requirement).
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The Hidden Cost of Repatriating Money

2/25/2019

 
Sending fee, receiving fee and conversion fee. The common denominator is that they are unwanted and unavoidable. But what can you actually do to minimize these costs?  
When you send money abroad it would be profits from your company, payments to suppliers, or for personal reasons. When doing this, you must make a conversion from RMB to your home currency.

HOW DOES REPATRIATION WORK?

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Case Study: How will China's New Tax Laws Affect Me?

12/21/2018

 

Great News! Five Year Rule for Expats Still Remains (and other Individual Income Tax (IIT) Updates)

In this article, we will address additional information about a couple of important uncertainties to the new tax policies that were previously not addressed. We will assume that you are already familiar with the basic details such as the increase in the non-tax salary exemption, the changes to rates and deductible categories, etc. If not, please click here.

Five Year Rule Remains

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In short, the five-year rule will be based on 183 combined calendar days, and there is an application or some sort of form that will need to be filed with the authorities to take advantage of this rule. Doing so will ensure you are not considered a tax resident of China.

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Managing Employee Stock Options

12/17/2018

 
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Stock Option Concentration 

​Diversification. We hear this word over and over again when the topic of investing comes up, but it is often overlooked, especially in regards to one specific situation: employee stock compensation. Amazingly, a recent survey from Schwab Stock Plan Services showed that over 75% of people who receive stock options as compensation have never exercised or sold their shares. If you find yourself in this situation, taking control of your financial situation requires several simple yet effective changes.

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The Power of Compound Interest

12/7/2018

 
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Photo by Mikito Tateisi

Conscious decisions to act, lead to positive changes in life.

Towards the end of the holiday season, I often find myself in the same situation. I wake up one morning and decide its time to live a healthier life. The first day back at the gym is painful. After a couple weeks as the habit forms, my energy starts increasing. Suddenly, a couple months later, a transformation is made with noticeable improvements.

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IRA & 401(k) 2019 Update

12/3/2018

 
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*$500 contribution limit increase for both 401(K) and IRAs.
Income Cutoffs for 2019
1. Traditional IRA: 401(k) participants can claim a tax deduction for a 2019 IRA contribution if they earn up to $74,000 individually or $123,00 jointly. A $1,000 and $2,000 increase respectively.
2. Roth IRA: Workers who earn up to $137,000 individually and $203,000 jointly remain eligible to contribute to a Roth IRA, a $2,000 and $4,000 increase.

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Uncovering the True Value of Diamonds

11/16/2018

 

​Thank you to everyone who joined us at “Uncovering True Value of Diamonds” on 11/14, and to our speaker for teaching us about the exclusive world of diamonds and precious gems.
​
 Certified gemologist, Nicolas Jouvenceau, began the evening by describing what to look for when analyzing a precious stone. Dozens of gems were on display for our guests to feel and try on, ranging in size, color, shape, and price tag.
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Tips for Managing Your RMB in China

11/16/2018

 

The Fluctuating RMB

I came to China for the first time in 2006 and immediately began soaking up the country’s rich culture, people, and cuisine. I took the 8:1 USD/CNY exchange rate for granted, and accepted strong dollars as being one of the many perks of life abroad. After spending the next five years in the states to finish school, I returned to China in 2013 to find the exchange rate had shifted to 6:1, the USD had declined in relative value by 25%! Flash-forward to today and the USD has bounced all the way back up to about 7:1.

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    About the O&G Research Team

    The O&G Research Team publishes insights on the global markets. Our research scope ranges from the US to China.

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    We may invest in some of the companies mentioned on this website. We are not responsible for the content on any external links on this website. The opinions expressed in this report do not constitute a buy or sell recommendation.
Olivar & Greb Capital Management, LLC
US Registered Advisory CRD#: 285905
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Framingham, Massachusetts, 01701, United States of America
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  • About Us
  • Our Services
    • Investment Management >
      • Retirement Planning
      • Executive Compensation Management
      • Education Planning
      • Trust & Estate Planning
    • U.S. Tax Services
    • American Expat Services
  • CLIENT PORTALS
    • SCHWAB LOGIN
    • INTERACTIVE BROKERS LOGIN
  • Contact Us
  • Community
    • Volunteer & Non Profit
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