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Investing

What Is A Mutual Fund?

#Investing #Financial Literacy #Index Funds

Mutual funds might be the world's most commonly known investment products. But what exactly are they, and how do they work?…

Andrew Hallam

What Is An Index Fund?

#Investing #Index Funds #Financial Literacy

I recommend investing in index funds and ETFs. But what is an index fund? I didn't like the definitions I found online, so I explained it here and I hope it helps.…

Andrew Hallam

Vanguard's Target Retirement Fund Tax Disaster: Who Did It Hurt The Most?

#Investing #Expat Investing

Expat Americans investing in Vanguard's Target Retirement funds will likely receive an unexpected tax bill this year. I blame Vanguard for this.…

Andrew Hallam

This Ghost Story Could Help Your Investment Asset Allocation

#Investing #Financial Literacy

As I mention in my book, Balance, most people don't know their tolerance for risk, even if they think they do. I explain that in the following excerpt.…

Andrew Hallam

These ETFs Can Boost Both Your Happiness and Your Investment Returns

#Investing

As explained in my book, Balance, and in this article, all-in-one portfolios of socially responsible ETFs might boost your happiness, wealth and environmental consciousness.…

Andrew Hallam

How To Live Off Your Investment Portfolio with Best-Selling Author Andrew Hallam

#Talks and Interviews #Investing

Build Wealth Canada host, Kornel Szrejber, interviews Andrew on one of Kornel's favorite subjects: sustainable withdrawal rates. I really enjoyed this conversation as we delved into several other factors about life, happiness and money.…

Andrew Hallam

Do You Wish Stocks Would Crash? That Might Not Be Crazy

#Investing #Mindset

If you aren't retired or close to retirement, a rising stock market should make you go, "meh." But a falling or stagnating stock market should have you dancing in the streets. I explain why in my latest book, Balance, and in the article below.…

Andrew Hallam

Retirement's 4% Rule Should Be A Guide Not A Rule

#Retirement #Investing

Instead of holding fast to a set inflation-adjusted withdrawal rate, investors should treat such “rules” as flexible guidelines. I explain why in this article.…

Andrew Hallam

Investors Aren't Going Bananas Over Bonds Right Now

#Investing

Individual bonds are like rotting bananas. If you thought I liked bonds, check out the nuanced distinction that I wrote about here.…

Andrew Hallam

Soaring Stocks And Coffee Shops

#Investing

Historically, US stocks were priced similarly to international stocks. But that has changed. US stocks are expensive, so don't put all your eggs in them.…

Andrew Hallam