News Stories

South China Morning Post, Dec 12, 2011 - To help evaluate potential financial advisers, Noto wrote "Questions to Ask a Potential Money Adviser."

South China Morning Post, Nov 7, 2011 - In the "Ask our Experts" section, Noto addresses a reader's question about beating inflation.

Agenda Beijing, Sept 2011 - Noto provides expat financial tips in "Get Your Money's Worth"

South China Morning Post, Aug 29, 2011 - In "Just how fair are your fees?" Noto summarizes the problem with commissions: "The higher commission the product provider pays, the more likely the adviser will recommend the product."

South China Morning Post, Aug 8, 2011 - In "Get with the Program," an article about managed futures funds, Noto points out that "Twenty years of studies of this kind of fund have shown that, after all the management fees, returns to investors are not much better than being in T-bills [US Treasuries]."

Shanghai Talk, Aug 2011 - In "How to Relocate your Money," an article about what to do with your money when leaving China, Noto says "You may be able to significantly reduce future tax bills by selling assets before the move, like appreciated stocks and bonds held in an offshore brokerage account." Note that an offshore brokerage account will not help American expats avoid taxes.

South China Morning Post - Net Worth Magazine, Jun 20, 2011 - "Tax benefits are always dependent on circumstances. Every time you move, tax treatment could change," said Tony Noto, CFA in "Beware the mis-sellers."

Shanghai Talk, May 2011 - Noto was highlighted as a pioneer in providing fee-only financial advice for cross-border people in China, in "Money TALK: Finding a Broker."

China Law Blog, Oct 2010 - "Health Insurance for 'Halfpats'" was highlighted by Dan Harris in the popular China Law Blog. This article proposes ways people can save money when buying health insurance.

China Economic Review Blog - Sept 2010 - "Mind Your Maos", discusses currency risk for expats living in China.

CFA Magazine, Jan-Feb 2010 - "In China, the number of 'independent financial advisers' chasing after expatriates to sign up for these plans is staggering," said Tony Noto, CFA while talking about unit linked life insurance (also known as offshore pensions) in "Swimming with Sharks."

CFA Magazine, Nov-Dec 2009 - "Collectively, CFA Institute members are in a great position to help the public better understand the world of offshore finance and transform this part of the industry," said Tony Noto, CFA in "Siren Songs." Different versions of this article were published in Shanghai Business Review, Ningbo Guide, ShanghaiExpat.com, and highlighted on China Law Blog.

Shanghai Courier, Nov 2009 - "University Expense Planning for Cross Border Families in China" - Written with the help of Kelly Li, a Chinese Certified Tax Agent and Senior Tax Consultant at Diacron.

Insight Magazine, Oct 2009 - In "American Expat Tax Saving Strategies," Tony Noto, CFA explains ways Americans can lower their tax bill. This article was also highlighted in the American Citizens Abroad (ACA) newsletter and on ShanghaiExpat.com.

EuroBiz Magazine, Aug 2009 - In "Wading In," Tony Noto, CFA explains different ways to invest in Chinese stocks, and why it's critically important for expats in China to keep diversification in mind. EuroBiz is produced by the European Union Chamber of Commerce in China.