Market-Beating Guru Adds Another Strategy…With Index Funds This Time Financial literature is littered with scores of material claiming to show how average investors can beat the stock market. And “proof” of that success is shown through back-tested models. But as most financial veterans know, looking in the rear-view mirror at strategies that worked in the …
Category Archive: Index Funds
Permanent link to this article: http://andrewhallam.com/2011/06/something-to-think-about-if-you-really-cant-buy-index-funds-part-3/
Jun
02
2011
Something to think about… if you really can’t buy index funds – Part 1
My friend, Jeff, can’t buy index funds. It has nothing to do with their lack of accessibility; he just can’t bring himself to do it. For him, beating 90 percent of professional investors isn’t enough. He wants to be in that top 10 percent. So far, he isn’t. Candid about his results, he says, “A …
Permanent link to this article: http://andrewhallam.com/2011/06/something-to-think-about-if-you-really-cant-buy-index-funds-part-1/
Oct
04
2010
Singaporeans—Beware of high cost index funds!
Two twin Singaporean brothers earn university degrees and prepare themselves for the workforce. And their family gives them each a $20,000 gift for them to invest. These boys are smart. Off they head to the bookstore to read up on investments, and after spending a full day at Borders, sifting through free books (they’re frugal …
Permanent link to this article: http://andrewhallam.com/2010/10/singaporeans%e2%80%94beware-of-high-cost-index-funds/
May
14
2010
Sure! The Experts Recommend Index Funds…
… but what exactly are they and how do they differ from what most investors are sold? “The best way to own common stocks is through an index fund” –Warren Buffett, Berkshire Hathaway shareholder letter, 1996 “The most efficient way to diversify a stock portfolio is with a low fee index fund” –Paul …
Permanent link to this article: http://andrewhallam.com/2010/05/sure-the-experts-recommend-index-funds-but/
Feb
02
2010
Can Anyone Find Index-Beating Mutual Funds? Maybe!
Roughly 95% of investors are either financially uneducated, or they believe they can find needles in haystacks. The financially uneducated ones give their money to financial advisors who typically invest their hard-earned money in actively managed mutual funds. The investors may be rocket scientists, doctors, lawyers or ingenious academics, but most of those handing their …
Permanent link to this article: http://andrewhallam.com/2010/02/can-anyone-find-index-beating-mutual-funds-maybe/
Jun
05
2009
Indexed Portfolio Flexes Its Muscles During the Economic Downturn
Imagine walking up to your financial advisor with your newfound knowledge on the superiority of index funds over actively managed funds. In short, you want to swap your actively managed funds (which pay your advisor very well) for passively managed index funds (which don’t pay your advisor very well). But she says, “Oh, indexes don’t …
Permanent link to this article: http://andrewhallam.com/2009/06/indexed-portfolio-flexes-its-muscles-during-the-economic-downturn/
Jun
01
2009
Investment Advisors Convince 95% of Americans to Settle for Less
Mutual funds fall into two categories: active and passive. While most investors, sadly, fall for salesmanship. Long term, after taxes and fees, a diversified portfolio of index funds stands the highest statistical chance of beating a diversified portfolio of actively managed mutual funds. No academic study refutes that. But the average investor is fooled by …
Permanent link to this article: http://andrewhallam.com/2009/06/investment-advisors-convince-95-of-americans-to-settle-for-less/
Welcome to My Blog!
I'm Andrew Hallam. Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions!
I am also the author of the book, Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School
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May 17, 2012 (7:26) MOAR Than Dogs of the Dow Hi Barry, Mike refers to the cheapest investable ...
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May 16, 2012 (1:54) "We’ve just been scammed by Friends Provident, so what now?" Dear Andrew, Thank you for all your helpful advi ...
May 16, 2012 (9:40) Millionaire Teacher Spends $120,000 on Canadian Government Bonds Hi Jeff, I would continue to rebalance upon reti ...
May 16, 2012 (8:17) Millionaire Teacher Spends $120,000 on Canadian Government Bonds Thanks for the quick reply, I understand. Let's ...