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Investments

Home » Investments
 Market Panic and Retirees (part 2)
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By mark
In Advisers, Asset Allocation, Expats, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Investments, Personal Finance, Retirees, Retirement, Risk, Social Security
Posted May 20, 2021

Market Panic and Retirees (part 2)

The period of 2008 and 2009 was a scary time for many investors. If you don’t remember it well, many investors panicked in the period now referred to as the Great Recession. The markets and [...]

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 Market Panic and Retirees
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By mark
In Advisers, Asset Allocation, Expats, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Investments, Personal Finance, Retirees, Retirement, Risk, Social Security
Posted March 13, 2019

Market Panic and Retirees

The period of 2008 and 2009 was a scary time for many investors. If you don’t remember it well, many investors panicked in the period now referred to as the Great Recession. The markets and [...]

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By mark
In Asset Allocation, ETFS, Expats, Fees, Financial Planning, Forecasts, Goals, Index Funds, Interactive Brokers, Investing, Investments, iShares, Risk, Saving Money, Vanguard
Posted March 12, 2019

Rebalancing Your Portfolio

Most investors set a target asset allocation for their investment accounts.  Normally this is the amount invested in stocks and bonds.  (Even though other assets could be a part of the mix as [...]

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 Extreme Investing for Expats
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By mark
In Asset Allocation, ETFS, Financial Planning, Index Funds, Interactive Brokers, Investments, iShares, Personal Finance
Posted March 7, 2019

Extreme Investing for Expats

I like my investments boring.  I am a militant, hands off long term buy and hold investor.  I don’t track my investments and don’t know how they‘re doing.  I like it this way! Many [...]

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 Interactive Broker’s Fees
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By mark
In Expats, Fees, Interactive Brokers, Investments, Personal Finance
Posted March 5, 2019

Interactive Broker’s Fees

Many of my clients use Interactive Brokers.  It can work well as a broker for expats that want a low-cost account to setup their own investment plan. But IB is designed for traders so it can be a [...]

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 Don’t “Track” Your Investments!
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By mark
In Asset Allocation, Expats, Expectations, Fees, Financial Planning, Forecasts, Happiness, Investments, Past, Personal Finance, Retirement, Risk
Posted March 4, 2019

Don’t “Track” Your Investments!

Many of my clients ask me how they should track their investments. I also see similar questions on some blogs or Facebook groups as well. I even used to “track” my investments as [...]

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 Things You Should Do Instead of Spending Time With a Financial Advisor
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By mark
In Advisers, Agents, Financial Planning, Investments, Personal Finance, Rip Offs, Sales
Posted February 28, 2019

Things You Should Do Instead of Spending Time With a Financial Advisor

Last Summer I received an email from a client that I always enjoy hearing from. He was on vacation relaxing and visiting family back home. In his email, he explained to me, “Somehow I got [...]

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 BACK OF THE ENVELOPE
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By mark
In Advisers, Asset Allocation, Budgets, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Health Care Costs, Investments, Motivation, Personal Finance, Retirement, Rip Offs, Risk, Saving Money, Social Security
Posted June 15, 2017

BACK OF THE ENVELOPE

IF I COULD GET MY PRE-RETIREE CLIENTS TO DO ONE THING, it would be to put together a solid, tight budget of what they will spend during retirement. I HAVE FOUND THAT FAR TOO MANY PEOPLE SPEND TOO [...]

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 NO MORE MR NICE GUY
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By mark
In Advisers, Agents, Expectations, Fees, Financial Planning, Goals, Happiness, Inspiration, Investments, Motivation, Personal Finance, Retirement, Rip Offs, Roth IRA, Sales, Saving Money
Posted March 30, 2017

NO MORE MR NICE GUY

DO YOU LIKE TO BE AROUND NICE PEOPLE?  Work with them?  Spend your social time with them?  Is this a trick question? IT IS SAFE TO ASSUME THAT, ALL THINGS BEING EQUAL, we would prefer the company [...]

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 FREE INVESTING
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By mark
In Advisers, Asset Allocation, Expectations, Fees, Future, Goals, Investments, Personal Finance, Rip Offs, Roth IRA, Sales, Saving Money
Posted March 17, 2017

FREE INVESTING

DO YOU KNOW THAT YOU CAN INVEST FOR FREE?  Well, almost!  There’s no catch!  You can open a brokerage account at Vanguard at no charge and buy an ETF that owns thousands of stocks.  And the [...]

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