Monthly Archive: October 2012

Oct 30 2012

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Friends Provident, Zurich International and Insurance Linked Investment Products

The comments on my blog are filled with crushing stories of product misrepresentation, and many hard-working expatriates have been pulled into the webs of deception. Tony Noto, an independent financial advisor, wrote a fabulous article which contributes to the transparency investors deserve.

Permanent link to this article: http://andrewhallam.com/2012/10/friends-provident-zurich-international-and-insurance-linked-investment-products/

Oct 28 2012

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Millionaire Teacher Invests $21,000 In U.S. Stock Index

 In my last post under the heading, Andrew’s Money, I explained why I was investing $20,000 in Canadian bonds at the beginning of September, 2012.  My purchase decisions, as always, are dependent on my portfolio goal allocation.  That might sound complicated, but it’s highly likely that my portfolio (and my investment decisions) are far less …

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Permanent link to this article: http://andrewhallam.com/2012/10/millionaire-teacher-invests-21000-in-u-s-stock-index/

Oct 27 2012

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Lance Armstrong’s Hope

This article was inspired by one of my students.  She urged me to read a book called Half the Sky, and I couldn’t help but tie its theme to the latest Lance Armstrong saga. I wrote this for the financial service firm, Assetbuilder. It’s not exactly a finance piece, but I hope it inspires you. …

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Permanent link to this article: http://andrewhallam.com/2012/10/lance-armstrongs-hope/

Oct 27 2012

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Blood Doping And Value Averaging

In this Globe and Mail article, I likened Blood Doping (a strategy Lance Armstrong used during the Tour de France) to a contrarian investment strategy called Value Averaging. If you have an iron will to succeed – and a strong stomach – value averaging might be just the strategy you’re looking for.   Best of all, …

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Permanent link to this article: http://andrewhallam.com/2012/10/blood-doping-and-value-averaging/

Oct 19 2012

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Hedge Funds: Luxury Prices For Lousy Investments

People who are rich enough to be deemed “accredited investors” qualify to wade into hedge fund waters.   These are investment products deemed superior, mostly by myth, rather than by reality. If you aren’t wealthy enough to swim in these waters, count yourself lucky.   As I detailed in my latest Canadian Business magazine article, the …

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Permanent link to this article: http://andrewhallam.com/2012/10/hedge-funds-luxury-prices-for-lousy-investments/

Oct 18 2012

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Expatriate Investing Without Flying To Singapore

People working overseas are often left with a cesspool of investment options. And most of them don’t realize how unfortunate most of those selections are.  They often get roped into paying high mutual fund costs.  Or worse, they get accosted by horrendous, costly commitments, thanks to salespeople representing firms like Zurich International and Friends Provident. …

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Permanent link to this article: http://andrewhallam.com/2012/10/expatriate-investing-without-flying-to-singapore/

Oct 16 2012

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Singapore American Teacher Investment – Even Better Than It Looks

In September 2006, I created a hypothetical $200,000 portfolio for some expatriate American teachers at Singapore American School. To build this portfolio at Vanguard, investors would have had: No sales charges to pay No account maintenance fees to pay No redemption fees to withdraw money, should they choose to  The initial $200,000 went through one …

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Permanent link to this article: http://andrewhallam.com/2012/10/singapore-american-teacher-investment-even-better-than-it-looks/

Oct 13 2012

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Believe It: Cryptozoology is a Poor Investment Strategy

Some people believe in the Loch Ness monster and Bigfoot, while others cling to the notion that they can beat the market if they find just the right system for buying stocks and bonds. I’m not going to refute the existence of cryptids like Nessie or a giant walking carpet, but I would like to …

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Permanent link to this article: http://andrewhallam.com/2012/10/believe-it-cryptozoology-is-a-poor-investment-strategy/

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