Monthly Archive: December 2009

Dec
31

End of Year Investment Report – 2009

The Guts of the 3M Investment Club—A Different sort of Year-End Report Team, We started depositing money into our club nearly eleven years ago.  It’s not an understatement to suggest that we started investing at the wrong time.  Like most people eleven years ago, we got caught up in the trap of wanting to buy …

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Permanent link to this article: http://andrewhallam.com/2009/12/end-of-year-investment-report-2009/

Dec
31

Protected: End of Year Investment Report – Detailed – 2009

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Permanent link to this article: http://andrewhallam.com/2009/12/end-of-year-investment-eport-detailed-2009/

Dec
16

Investment Update – 14 DEC 09

As of December 14th, 2009 : 2 Year Return:   The 2 year return of the 3M Investment club:  -1.3% The 2 year return of the: S&P 500:  -24% The 2 year return of the First World international index:  -30% …read more The 2 year return of Fidelity’s Flagship fund (Fidelity Magellan):  -32%   Fun …

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Permanent link to this article: http://andrewhallam.com/2009/12/nvestment-update-14-dec-09/

Dec
16

Protected: Investment Report – 14 DEC 09

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Permanent link to this article: http://andrewhallam.com/2009/12/investment-report-14-dec-09/

Dec
16

Can a Jaguar-driving, high salaried, mansion-dwelling family really be broke?

I’m going to share a crazy, personal story with you. Before I read about Thomas Stanley’s studies of the wealthy, I always assumed that this personal experience of mine was a “one-off”– as likely to happen again as a band of mice singing Christmas carols for a family of cats. But Stanley’s studies reveal that …

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Permanent link to this article: http://andrewhallam.com/2009/12/can-a-jaguar-driving-high-salaried-mansion-dwelling-family-really-be-broke/

Dec
09

Is an Entire Generation Getting Ripped Off?

My mother-in-law bought a couple of variable annuities two years ago. They “guaranteed” her money, she was told. She could get stock market-like returns over time, but it was impossible for her account value to go below what she initially invested. At least that’s what the salesperson promised.  Too good to be true? That’s what I …

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Permanent link to this article: http://andrewhallam.com/2009/12/is-an-entire-generation-getting-ripped-off/

Dec
08

The Joneses Just Pretend to Be Rich!

Relax!  Most of your rich-looking neighbours or the people who we think are wealthy are just pretending to be rich , according to Thomas Stanley. They drive fancy cars, live in flashy houses and earn salaries that support their consumption habits. But the majority of high-salaried high-rollers aren’t rich at all.  If you’ve been looking at some of …

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Permanent link to this article: http://andrewhallam.com/2009/12/the-joneses-just-pretend-to-be-rich/

Dec
05

Protected: Investment Report 4 DEC 09

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Permanent link to this article: http://andrewhallam.com/2009/12/investment-report-4-dec-09/

Permanent link to this article: http://andrewhallam.com/2009/12/05-12-09-harry-still-makes-actively-managed-accounts-look-bad/