Mar
08
2012
The TD e-Series Index Fund Solution Tyler and Adam Benn are pictured above, emptying their jar of saved coins and bills to invest in TD’s e-Series index funds. Seven year old Tyler refers to them as “insect funds” but there’s nothing juvenile about the products he and his nine year old brother are buying. …
Permanent link to this article: http://andrewhallam.com/2012/03/how-canadas-banks-let-canadian-investors-down-part-7-of-7/
Sep
24
2011
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 …
Permanent link to this article: http://andrewhallam.com/2011/09/why-i-stopped-trying-to-beat-the-market/
Jul
24
2011
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
2011
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
2011
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
2011
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
2011
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
2011
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/
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 20, 2012 (10:16) Millionaire Teacher Spends $120,000 on Canadian Government Bonds Hi Jas, In taxable accounts, taxable inefficienc ...
May 20, 2012 (12:25) Millionaire Teacher Spends $120,000 on Canadian Government Bonds Do have unlimited tax free investing accounts in Si ...
May 19, 2012 (7:50) MOAR Than Dogs of the Dow Very good eye, and some valid concerns Larry. I do ...
May 18, 2012 (11:09) MOAR Than Dogs of the Dow Hi Andrew, A couple of points about the MOAR. ...
May 18, 2012 (4:43) Millionaire Teacher Guiding British Investors I do think I need it. Any recommendation for Singa ...
May 18, 2012 (1:17) MOAR Than Dogs of the Dow Hi Andrew - can you check the link to the Assetbuil ...
May 18, 2012 (8:26) MOAR Than Dogs of the Dow Is there a site that lists the worst performing ind ...
May 17, 2012 (9:00) Why International Teaching Isn’t A Lucrative Gig Thanks Darryl, I do know a teaching couple at on ...
May 17, 2012 (7:26) MOAR Than Dogs of the Dow Hi Barry, Mike refers to the cheapest investable ...
May 17, 2012 (7:22) MOAR Than Dogs of the Dow Hi Larry, I just know that Mike created a model ...