Category Archive: Expat Investing

Mar
26
2011

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EARCOS Seminar 2011 – Indexed Investing

Additional Reading 1.  Here are some books that I recommend, on indexed investing.  I’ve categorized them from “Beginner books” to “Advanced Books”  here. 2.  If you’re interested in what some of the world’s greatest financial authorities say about indexed investing, you can see what I collected here.  3.  Last year, I was asked to contribute …

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Permanent link to this article: http://andrewhallam.com/2011/03/earcos-seminar-2011-indexed-investing/

Mar
25
2011

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How Long Does It Take To Prepare For the Series 7 Certification?

Today, I was presenting an investment seminar on indexed investing to a group of South East Asian based school teachers.  Most of them were Americans. I mentioned that the minimum requirement in the United States, in order to sell investment products, was a Series 7 certification. Two financial sales representatives were among the attendees.  And …

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Permanent link to this article: http://andrewhallam.com/2011/03/how-long-does-it-take-to-prepare-for-the-series-7-certification/

Mar
03
2011

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British Teachers As Millionaires

When I met a group of Singapore-based teachers at United World College on Monday, I mentioned that if a teacher, without an upcoming pension, wanted to generate income of £40,000 a year as a retiree, then they’d likely need an investment portfolio amounting to roughly £1 million. It’s widely accepted that a maximum withdrawal rate …

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Permanent link to this article: http://andrewhallam.com/2011/03/british-teachers-as-millionaires/

Mar
01
2011

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Retirement Planning Seminar for United World College Teachers in Singapore – Part 2

United World College Talk – Part II. Yesterday afternoon, I gave a seminar outlining how much money a person would need to invest to reach a desired amount of future income for their living expenses, upon retirement.  There were loads of variables, of course, but setting objectives and working towards them is always recommended.  What’s …

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Permanent link to this article: http://andrewhallam.com/2011/03/retirement-planning-seminar-for-united-world-college-teachers-in-singapore-part/

Feb
26
2011

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Retirement Planning Seminar for United World College Teachers in Singapore – Part 1

I’ve been asked to talk to some teachers at United World College, Singapore  about planning for their retirements, and I thought I’d write out the basics here, with the hopes that some other people might find it helpful.  I understand that most of UWC’s teachers are British.  My apologies, in advance, for using dollars instead …

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Permanent link to this article: http://andrewhallam.com/2011/02/retirement-planning-seminar-for-united-world-college-teachers-in-singapore-part-1/

Feb
20
2011

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A List of What Investors Should Never Do

This list is for purely educational purposes.  And I’ve narrowed it down to “Nevers” that are universally accepted.  You might find that you (or your advisor) have violated some of these. If that’s the case, then I hope this serves as a guideline.

Permanent link to this article: http://andrewhallam.com/2011/02/a-list-of-what-investors-should-never-do/

Nov
26
2010

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How British Expatriates Can Invest Using Index Funds in Singapore

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“The investment business is a giant scam.  Most people think they can find fund managers who can outperform, but most people are wrong.  You should simply hold index funds.  No doubt about it.” Harvard University’s Endowment Fund leader, Jack Meyer British expatriates in Singapore are finding a way to bi-pass expensive financial services. They’re figuring …

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Permanent link to this article: http://andrewhallam.com/2010/11/how-british-expatriates-can-invest-using-index-funds-in-singapore/

Nov
22
2010

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Beware of Zurich International

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Please read the update of this post (30/11/2011): Zurich International and Friends Provident… Should You Invest With Them?   Beware the traveling salespeople. They’re looking to make money from naiveté.  And too many expatriate Brits in Singapore are getting crushed. When paying too much money in commission to buy a car or a house, you …

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Permanent link to this article: http://andrewhallam.com/2010/11/beware-of-zurich-international/

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