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Advisors

Jim Winkleman -- Saint Louis, Missouri

#Advisors

Jim Winkelmann, Blue Ocean Portfolios. Index Fund Advisor For Expatriate Americans. Minimum Account Size: $50,000 Please tell us a little about yourself professionally, including your…

Andrew Hallam

Mark Zoril -- Plymouth, Minnesota

#Advisors #Expat Investing

Mark Zoril. Index Fund Financial Advisor For American & Global Expatriates. Annual Fee $96. No Minimum Account Size Requirement. Please tell us a little about yourself…

Andrew Hallam

Ben Sherwood -- London, UK

#Advisors #Expat Investing

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.…

Andrew Hallam

Jason Heath -- Ontario, Canada

#Advisors #Expat Investing

Jason Heath: Index Advisors For Canadian Expats Jason Heath is in a tough business.  He provides objective financial planning but doesn’t receive a dime in…

Andrew Hallam

Creveling & Creveling - Bangkok, Thailand

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Creveling & Creveling: Full Service Financial Planners That Build Index Fund Portfolios For All Expatriate Nationalities Chad and Peggy Creveling are based in Bangkok.  The American…

Andrew Hallam

Is The Game Nearly Up For The DeVere Group?

#Advisors

A group of investors has also started a petition at change.org. Image by Pixabay You can sign it here [https://www.change.org/p/generali-royal-london-360-zurich-international-stop-offshore-investment-scams-holding-expatriates-money-hostage?…

Andrew Hallam

Do Studies Explain Why Your Financial Advisor Might Lie?

#Advisors

Owen Smith knows that breaking up is hard to do. But it’s time to dump his financial advisor. I’ll call him Peter. Three years…

Andrew Hallam

If You Invested With Friends Provident, Make The Best Of A Bad Situation

#Expat Investing #Advisors

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…

Andrew Hallam

Expat Investor Asks, Is My Financial Advisor One Of The Good Guys?

#Advisors #Expat Investing

The following question was edited for brevity and clarity Question: > I met with my financial advisor the other day. He is from Vancouver but was…

Andrew Hallam

How Dimensional Fund Advisors Really Earn Better Returns

#Advisors #Investing

Dimensional Fund Advisors is as popular as hemp in a commune of hippies. According toInvestment News [http://www.investmentnews.com/article/20150119/FREE/150119928/dimensional-fund-advisors-picks-advisers-not-stocks-and-it-works] , a…

Andrew Hallam