Registered Investment Advisor specializing in Model Portfolios

A Mar 2, 2015

Don’t Follow The Crowd Into The Wrong Index Funds

There's a mantra that Wall Street would probably like to banish. If it sounds too good to be true, it probably is. Wall Street, after all, will sell what Wall Street can sell.  Such is the case with currency hedged Exchange Traded Funds.

 Reuters says that this year, read more…

S Feb 27, 2015

The Secret of Crystal Bay

Dunedin, Florida. Gene Snyder is a boat guy. He loves boats, has loved them all his life. You don’t need to read his resume to know; just talk with him for a few minutes. But when I tell him I'm in Florida to research manufactured-home-communities, a three-generation story unfolds, with even greater enthusiasm than he has for boats. Here’s the story. read more…

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The Global Expatriate's Guide to Investing

From Millionaire Teacher to Millionaire Expat

Andrew Hallam

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