From Thursday’s Globe and Mail Published Wednesday, Sep. 21, 2011 Since 1999, I’ve helped to oversee an investment club – with results, I’m happy to report, that make most mutual funds look inept by comparison. We have beaten most investment professionals, and left diversified portfolios of index funds in the dust. From 1999 to early …
Tag Archive: Index Funds
Permanent link to this article: http://andrewhallam.com/2011/09/why-i-stopped-trying-to-beat-the-market/
Jul
24
My Money
If you’re someone who has read a number of personal finance blogs, you’ve likely run across plenty of penny pinching bloggers living in penury to claw their way out of debt or invest as much money as they can. That was me for two full decades: tighter than bark to a tree. I began investing …
Permanent link to this article: http://andrewhallam.com/2011/07/my-money/
Jul
16
Did My Friend’s Investment Advisor Add Value? (Part 2)
Part II: The Advisor’s Rebuttal Last week, I published what turned out to be a popular post: Did My Friend’s Investment Advisor Add Value? My friends pay roughly 1.92 percent of their account value in fees each year, for the money to be actively managed. My belief is that a passively managed account of rebalanced …
Permanent link to this article: http://andrewhallam.com/2011/07/did-my-friends-investment-advisor-add-value-2/
Jun
23
Something to Think About… if you really can’t buy index funds: Part 3
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 …
Permanent link to this article: http://andrewhallam.com/2011/06/something-to-think-about-if-you-really-cant-buy-index-funds-part-3/
Jun
16
Something to think about… if you really can’t buy index funds – Part 2
Plenty of people refuse to buy index funds. They feel that they can invest with individual stocks, and beat 90 percent of investment professionals—on their own. With a portfolio of indexes, you would beat 90 percent of the pros over your lifetime, so based on deductive reasoning, if you think you can beat an indexed …
Permanent link to this article: http://andrewhallam.com/2011/06/something-to-think-about-if-you-really-cant-buy-index-funds-part-2/
Jun
02
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/
Apr
18
American Expatriates—What Your Financial Advisor Probably Doesn’t Know
If you’re an American expatriate, and you’ve been living overseas for some time, it’s likely that the vast majority of your investments will be in taxable accounts. As a non resident, your ability to invest in a IRA (tax deferred account) is limited to just $5000 a year if you’re under age 50, and $6000 …
Permanent link to this article: http://andrewhallam.com/2011/04/american-expatriates%e2%80%94what-your-financial-advisor-probably-doesn%e2%80%99t-know/
Mar
26
EARCOS Seminar 2011 – Indexed Investing
Additional Reading 1. Here are some books that I recommend, on indexed investing. I’ve categorized them from “Beginner books” to “Advanced Books” here. 2. If you’re interested in what some of the world’s greatest financial authorities say about indexed investing, you can see what I collected here. 3. Last year, I was asked to contribute …
Permanent link to this article: http://andrewhallam.com/2011/03/earcos-seminar-2011-indexed-investing/
Mar
24
Amazing Investment Returns Earned by Prudent Americans
After the U.S. stock markets marched along at 17.5% annually from 1982 to 2000, most people knew that it would take a breather at some point. To put that growth in perspective, if you had invested $10,000 in a U.S. index fund, in 1982, it would have been worth more than $182,000—just 18 years later. …
Permanent link to this article: http://andrewhallam.com/2011/03/amazing-investment-returns-earned-by-prudent-americans/
Mar
01
Retirement Planning Seminar for United World College Teachers in Singapore – Part 2
United World College Talk – Part II. Yesterday afternoon, I gave a seminar outlining how much money a person would need to invest to reach a desired amount of future income for their living expenses, upon retirement. There were loads of variables, of course, but setting objectives and working towards them is always recommended. What’s …
Permanent link to this article: http://andrewhallam.com/2011/03/retirement-planning-seminar-for-united-world-college-teachers-in-singapore-part/
Dec
16
16-12-10 – Don’t Invest in Actively Managed Mutual Funds – suggests Harry
If you’re a regular reader of this blog, you’ll know about the bragging retiree I showcase regularly. But like Muhammad Ali in the 1960s, Harry can back up his claims. He fired his financial advisor in 2008 and created an account of exchange traded funds. Because he’s retired, he withdraws small sums of money from …
Permanent link to this article: http://andrewhallam.com/2010/12/16-12-10-don%e2%80%99t-invest-in-actively-managed-mutual-funds-suggests-harry/
Nov
26
How British Expatriates Can Invest Using Index Funds in Singapore
“The investment business is a giant scam. Most people think they can find fund managers who can outperform, but most people are wrong. You should simply hold index funds. No doubt about it.” Harvard University’s Endowment Fund leader, Jack Meyer British expatriates in Singapore are finding a way to bi-pass expensive financial services. They’re figuring …
Permanent link to this article: http://andrewhallam.com/2010/11/how-british-expatriates-can-invest-using-index-funds-in-singapore/
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
Translator
Yakezie Challenge
Recent Comments
February 4, 2012 (1:25) Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School Andrew, Check amazon for my review. Glad to help spread the word! Thanks for the response a...
February 3, 2012 (6:57) Singapore American School Teachers Making Some Nice Profits Hey Andrew, This is a bit late to be writing...but it is about your article entitled 'America'...
February 2, 2012 (9:20) Singapore American School Teachers Making Some Nice Profits Hey Giovanni, You asked a great question. And I think it's great that you are saving for a ho...
February 1, 2012 (8:44) Singapore American School Teachers Making Some Nice Profits Hey Stanley, Thanks for the kind words about the book. Using a Vanguard Target Retirement fun...
February 1, 2012 (11:24) Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School Hi Brian, I'm glad you liked the book. If you have a couple of minutes, and you wouldn't mind...
February 1, 2012 (11:16) Retiring in Comfort—Without Ever Experiencing a Canadian Winter Again Hi Terry, I think the answers to both of your questions are: yes and yes. Let me know what...
February 1, 2012 (11:12) Biggest Losers Of Finance Are Living Up To Their Billing Thanks Barry! I should do an update soon. I think the loser stocks are doing poorly, based on...
January 31, 2012 (4:02) How Canada's Banks Let Canadian Investors Down: Part 1 of 7 Thanks for offering the review BikeDeb. They really help! My wife and I also have two tandems...
January 31, 2012 (11:25) Singapore American School Teachers Making Some Nice Profits Hey Andrew , I am a big fan of yours after reading your book. I always lookout for this websi...
January 31, 2012 (3:14) How Canada's Banks Let Canadian Investors Down: Part 1 of 7 I will be doing exactly as you said. I am so thrilled that you actually answered me, as a newbie...