author of Millionaire Teacher & The Global Expatriate’s Guide To Investing
I’ll call the investor Carl. On December 6, 2013, he met a financial advisor who works for the DeVere Group. He recommended that Carl invest in the Friend’s Provident Premier Advanced offshore pension. (Product guide PDF no longer available?...
Ben Sherwood At Satis Asset Management Builds Index Fund Portfolios For British Expats Many British expats feel betrayed by those selling them expensive offshore pension schemes. They may wonder whether there truly are firms that shun commissions, embrace low...
If you invested with Friends Provident, one thing is almost certain. You didn’t go looking for your broker. He or she found you. Such platforms pay massive commissions to brokers. As such, brokers are hunters. You are prey.
Many Australians realize that investing with index funds gives them the best odds of investment success. Since Vanguard Australia arrived Down Under, those investing from Australia have been given a variety of low cost options. But expats overseas...
Image courtesy of pixabay.com British expatriates have far cheaper investment options than getting stuck with expensive, inflexible offshore pensions, such as those provided by Friends Provident, Generali Vision and Royal Skandia. Instead of paying roughly 4% or more each year,...
Non-American expats with U.S. listed stocks or ETFs might consider making a switch. U.S. estate tax laws suggest if an expat owns more than $60,000 in U.S. listed stocks or funds, and gets hit by a bus or eaten by...
Author’s Note: Many of the comments below will no longer apply to this updated post. Because of U.S. estate tax rules, I created the model portfolio on this post utilizing ETFs (indexes) that trade on the UK market. An expatriate...
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 books: Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School & The Global Expatriate's Guide to Investing. If you'd like to find out more about my investing philosophy, read my "Nine Laws to Financial Freedom." Sign up for it and a bonus Investing Strategy below. Free!
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