Category Archive: Indexing Financial Advisors

Apr 18 2015

WealthBar Can Build Index Fund Portfolios For Canadian Expats

There’s a new investment firm on the block called WealthBar. And it’s going to help Canadian expats. For years, Canadians overseas have had just a couple of investment options. They could build their own portfolios through an offshore brokerage account.

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Permanent link to this article: http://andrewhallam.com/2015/04/wealthbar-can-build-index-fund-portfolios-for-canadian-expats/

Apr 15 2015

Marc Ikels — Singapore

Marc Ikels

 Why Marc Ikels Could Be Singapore’s Best Financial Advisor “I had a choice between the in-flight entertainment system, and the live entertainment,” says financial advisor Marc Ikels. “I chose the live entertainment.” It was 2004. He was flying from Singapore to run the New York City Marathon. His “live entertainment” became Marc’s future wife. He …

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Permanent link to this article: http://andrewhallam.com/2015/04/marc-ikels-singapore/

Apr 14 2015

Why American Expats Overseas Should Invest With AssetBuilder

Image courtesy of Pixabay I’ve been reading Scott Burns‘s articles for years. He’s one of America’s favorite financial writers. For more than 40 years he has brought straight-shooting coast-to-coast money columns to American breakfast tables. His syndicated column gets published in more than 80 newspapers.His no-nonsense approach led to the creation of the Couch Potato portfolio, in …

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Permanent link to this article: http://andrewhallam.com/2015/04/why-american-expats-overseas-should-invest-with-assetbuilder/

Feb 04 2014

Jarrad Brown – Singapore

Jarrad Brown

Jarrad Brown Dozens of my book’s South East Asian readers have emailed to ask, “Do you know of an advisor in Singapore (or any South East Asian country) willing to build low cost accounts of exchange traded index funds?” Rules in Singapore are different to those of most developed countries. Hiring a registered advisor to …

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Permanent link to this article: http://andrewhallam.com/2014/02/jarrad-brown-singapore/

Dec 02 2012

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 22 2012

Tony Noto – American Expatriate Financial Advisor Specialist

Tony Noto

Tony Noto is a Fee-Based American Financial Advisor  If you’re an expatriate American looking for a financial advisor, 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: No sales commissions Low taxable …

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

Nov 05 2012

Calling Fee-Based Financial Advisors

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I want to profile (and encourage business for) financial advisors acting as true fiduciaries to their clients.

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