Dan Bortolotti on The Global Expatriate’s Guide To Investing



“Millionaire Teacher resonated with so many investors because Andrew Hallam lives what he teaches. This new book has that same credibility, and it fills a huge gap in the marketplace. Expats don’t just need to overcome the usual investment hurdles: they also face an extra logistical and tax burden when building their portfolios. Hallam is the ideal guide, because he’s been there, and he’s already cleared the trail.”


Dan Bortolotti, Investment advisor with PWL Capital (Toronto), author Canadian Couch Potato blog

worlds best value financial advisor

onlinetaxman free consultation - US expat taxes made easy

Andrew Hallam

I’m a financial columnist for Canada’s national paper, The Globe and Mail, as well as for AssetBuilder, a financial service firm based in Texas. I’m also the author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School (2nd Ed. Wiley 2017) and The Global Expatriate’s Guide To Investing: From Millionaire Teacher to Millionaire Expat (Wiley 2015). My mission is to educate, motivate and inspire people on basic retirement planning and best practices for investing, using evidence-based strategies. I'm happy to comment on your questions. However, please read the Terms of Use, Privacy Policy and the Comments Policy.

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8 Responses

  1. S.Venkatesh says:

    Hi Andrew,
    Read your wonderful book. Found it incredibly useful in spite of being an investment professional myself with 16 years’ experience. Having been an active investor for 16 years, I have concluded that ETFs are the way to go, and found your book to be a good guide. I have a question – any preference between VUSA and VUSD? Does any of them hedge currency?

  2. Hello S. Venkatesh,

    Thank you for the kind words about the book. As for the ETFs mentioned, if you’re getting paid in British pounds, you may prefer VUSA because it trades on the London exchange in pounds. If you are getting paid in USD, you may prefer to buy VUSD. It trades on the London exchange in USD. Neither product is currency hedged. This link provides additional information: https://www.vanguard.co.uk/uk/portal/loadPDF?docId=2108

    Considering that you have been working in the industry, I would be thrilled if you could offer a review of my book on Amazon UK. Here’s the link, if you have 30 seconds to post something. http://www.amazon.co.uk/The-Global-Expatriates-Guide-Investing/dp/1119020980/ref=sr_1_1?ie=UTF8&qid=1415197695&sr=8-1&keywords=the+global+expatriates+guide+to+investing

    Thank you!


  3. S.Venkatesh says:

    Sure; Amazon seems to allow reviews by hardcover purchasers only after 12 Nov, unless it has been pre-ordered from them. I bought my copy at HK airport and finished it by the time my flight landed!

    Incidentally, I believe the UK imposes inheritance tax on holdings above 325,000 pounds. A cursory reading on the web seems to suggest it is applicable to non-resident foreigners too. Nevertheless, this is still better than the US tax applicable above USD60,000.

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