Category Archive: Indexing Financial Advisors

Dec
02
2012

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Robert Wasilewski – Howard County, Maryland

Robert Wasilewski

Have you ever heard of an investment advisor whose goal is to ultimately fire himself?  If not, then you probably haven’t heard of Robert Wasilewski. I mentioned him in my best-selling book, Millionaire Teacher, and for very good reason. He builds index portfolios for clients, charges less than any advisor I have ever come across, …

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Permanent link to this article: http://andrewhallam.com/2012/12/robert-wasilewski-howard-county-maryland/

Nov
24
2012

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Would This New Age Financial Advisory Platform Work For You?

The financial service industry’s stubborn hold on high fee structures just might be its undoing.  Commission-based products will soon be banned in Australia and the UK.  And a growing number of people are realizing that it’s easy to beat the investment returns of most financial advisors.  All you need to do—if you have the emotional …

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Permanent link to this article: http://andrewhallam.com/2012/11/would-this-new-age-financial-advisory-platform-work-for-you/

Nov
22
2012

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Tony Noto – Shanghai, China

Tony Noto

Tony Noto is a Fee-Based American Financial Advisor in Shanghai, China If you’re an expatriate American looking for a financial advisor in Shanghai, I found someone you may be interested in.  His name is Tony Noto, and he builds portfolios of indexed investments, much as I described in my book, Millionaire Teacher.  Here are the advantages: …

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Permanent link to this article: http://andrewhallam.com/2012/11/tony-noto-shanghai-china/

Nov
05
2012

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Calling Fee-Based Financial Advisors

I want to profile (and encourage business for) financial advisors acting as true fiduciaries to their clients. It’s extremely profitable for advisors to sell variable annuity products or actively managed mutual funds with sales commissions or deferred sales loads. But the good men and women who act as true financial fiduciaries don’t sell those products.  …

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Permanent link to this article: http://andrewhallam.com/2012/11/calling-fee-based-financial-advisors/