Index Investing for Expatriates
#Expat Investing #AdvisorsIt isn’t easy to find low cost investing options if you’re an overseas expatriate. Opportunists from groups like Zurich International (Friends Provident) [https://andrewhallam.…
Could a Zurich International Rep Do Jail Time For Selling A Variable Annuity?
#Advisors #InvestingAnything’s possible. A variable annuity salesperson was just given a 90 day jail term for selling….a variable annuity. These are the same products that…
Investors—Don’t Forget That You’re Getting Older
#Advisors #InvestingNone of us want reminders that we’re getting older. Hairs poke out where we don’t want them, and wrinkles start making subtle road maps…
How Canada’s Banks Let Canadian Investors Down: Part 7 of 7
#Advisors #InvestingThe 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…
Tie Care, Raymond James and Zurich International’s Biggest Fear
#AdvisorsI’m pretty sure you can live on Coca Cola. Yes, it’s bad for you. But I think you could stop drinking just about everything…
How Canada’s Banks Let Canadian Investors Down: Part 6 of 7
#Advisors #InvestingCan This Really Be Happening in Canada? Many ScotiaBank clients walk into their banks every day, looking for investment options. The bank’s friendly staff sell…
Singapore American School Teachers Making Some Nice Profits
#Advisors #Expat InvestingOn September 11, 2006 I spoke to a group of teachers at Singapore American School about investing. I created a hypothetical account with $200,000, and…
How Canada’s Banks Let Canadian Investors Down: Part 5 of 7
#Advisors #InvestingInternet-based rumours are suggesting that the top brass at the Bank of Montreal recently held an important meeting. How were they going to deal with Andrew…
How Canada’s Banks Let Canadian Investors Down: Part 4 of 7
#Advisors #InvestingWe’re going to poke a bit of fun at Royal Bank of Canada. There’s a great 1709 quote by Alexander Pope, from his Essay…
How Canada’s Banks Let Canadian Investors Down: Part 3 of 7
#Advisors #InvestingIf you’ve read the first two articles of this series, you might be starting to get upset with the financial advisors at your local bank.…