Category Archive: General

Aug 07 2014

avatar

Is This The Beginning Of The End For Offshore Pension Commission Structures?

happy

Offshore pensions provided by firms like Friends Provident, Zurich International, Generali and a slew of others are lopsided products geared to make money.   But to whom do the spoils flow?  Most have hidden charges totaling 3.5 percent to 4 percent each year.  So the investor can hardly gain traction against inflation over time. Financial …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/08/is-this-the-beginning-of-the-end-for-offshore-pension-commission-structures/

Aug 06 2014

avatar

You Really Want To Pick Stocks? Think About Following These Guys

teamwork

There’s a market-stomping mutual fund you’ve probably never heard of.  Between 1970 and March 31, 2014, it averaged a 14.67 percent annualized return.  That will double your money about every five years. Those investing $10,000 at its inception would have nearly $4 million today.  It’s called the Sequoia Fund.  It walloped the S&P 500 by …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/08/you-really-want-to-pick-stocks-think-about-following-these-guys/

Jul 15 2014

avatar

Book For Expatriate Investors Appears To Have A Hungry Market

I just finished the manuscript for, what might be, the world’s only investment book for expatriates. I asked U.S. publisher, John Wiley & Sons, if they would be willing to offer the book at a wholesale price to international businesses and schools. They agreed to a 40 percent discount off the retail list price for …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/07/book-for-expatriate-investors-appears-to-have-a-hungry-market/

Jun 21 2014

avatar

Trick Question: What Performs Better Than Index Funds?

face-63980_640

Image courtesy of pixabay.com Few teachers upset their students on purpose. But I do it every semester. “Broad index funds comprise every stock in a given market,” I explain to my high-school personal finance class. “Nobody trades them. Actively managed funds, on the other hand, have managers at the helm, sniffing out the very best …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/06/trick-question-what-performs-better-than-index-funds/

Mar 13 2014

avatar

Offshore Pension Investor Does The Impossible

swimmer

Image courtesy of pixabay.com We know that advisors love selling offshore pensions to expatriates.  And why wouldn’t they?  Commissions pay a killing.  Purchasing such leaky buckets is much like a sentence term.  There’s no bailing out—unless you’re willing to drown in penalties. One water-swallowing investor, however, has made his way to the shore. He accomplished …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/03/offshore-pension-investor-does-the-impossible/

Feb 08 2014

avatar

Offshore Pension Battle Petition

more-transparency

Image courtesy of pixabay.com Imagine a financial advisor convincing you to buy an investment.  You do so, based on fancy charts and promises.   But they fail to tell you that by selling after a couple of years, the firm could abscond 80% of what you invested.   Should that be legal? Of course not. …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/02/offshore-pension-battle-petition/

Jan 12 2014

avatar

Looking For Expat Canadian Wanting Stable Returns

I’m looking for a Canadian expat who likes the idea of a portfolio that has gained nearly 10% per year over the past 40 years, with its worst performing year (1981) dropping just 4.9%.   If I can write a paragraph about you before introducing this portfolio in my Global Expat’s Guide To Investing book, …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/01/looking-for-expat-canadian-wanting-stable-returns/

Jan 11 2014

avatar

Canadians Planning NOT to Retire In Canada?

I’m writing a chapter for my investment book, showing how portfolio allocations differ slightly for Canadians choosing not to repatriate. I’m just looking for a quote that would make the book a bit more interesting.  For example: Lisa Pizza and her husband Joey plan to retire to Phuket.  “We hate cold weather,” says Lisa, “and …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/01/canadians-planning-not-to-retire-in-canada/

Older posts «

banner
Advertisment ad adsense adlogger