Category Archive: General

May 05 2015

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Why Even Vanguard’s Mutual Funds Cost More Than You Might Think

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Authors Kurt Vonnegut and Joseph Heller were chatting at a party on Shelter Island. Their host was a billionaire hedge fund manager. At one point, Vonnegut says to Heller, “You know, this billionaire makes more money in one day than you made in your whole lifetime from your novel Catch-22.”  Heller responds, “Yes, but I have …

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May 02 2015

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Expat Investor Asks, Is My Financial Advisor One Of The Good Guys?

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  The following question was edited for brevity and clarity   Question:   I met with my financial advisor the other day. He is from Vancouver but was doing his ’rounds’ and I met him in Singapore. Our money is doing quite well with him (average 12% growth the past few years), and he charges …

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Permanent link to this article: http://andrewhallam.com/2015/05/expat-investor-asks-is-my-financial-advisor-one-of-the-good-guys/

Apr 05 2015

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Should This Investor Question His Investment Strategy?

  Question: My ETFs have not been performing well since I purchased them last year and I was wondering if I am right in thinking I should just ride this out and not worry. Or should I be re-thinking my purchases? This is how each has gone down in value: Vanguard UK FTSE 100 (VUKE): …

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Permanent link to this article: http://andrewhallam.com/2015/04/should-this-investor-question-his-investment-strategy/

Aug 07 2014

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

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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 …

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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

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

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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 …

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

Jul 15 2014

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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 …

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

Jun 21 2014

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Trick Question: What Performs Better Than Index Funds?

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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 …

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

Mar 13 2014

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Offshore Pension Investor Does The Impossible

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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 …

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

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