Smart Investing

Smart Investing

Would Index Funds Keep Pace With The Forbes 400 Richest?

Imagine this: You wake up one day to find a letter in the mail. One of your distant relatives had robbed an Egyptian pharaoh’s tomb. There’s no official record of your ancestor’s crime or wealth. But a secret organization now deems you the heir. Best of all, the windfall is a cool $2 billion, and it’s completely tax- free. This would put you near the bottom of the Forbes 400 list.

Smart Investing

Are Women Better Investors Than Men?

Whenever I give financial seminars, married women often say, “My husband looks after our money.” That doesn’t surprise me. After all, men score higher on financial literacy scores. That’s according to findings from the 2018 TIAA Institute-GFLEC Personal Finance Index report.

Smart Investing

When Stock Market Promises Aren’t Realistic

In Norse mythology, Loki was a cunning trickster. Many of us know him as Thor’s brother, in the Marvel-inspired Thor and Avengers series of films. Loki’s complexity makes him one of the most popular characters in the series. He often tries to destroy Thor and the other Avengers (including Captain America, Ironman, and their superhero ilk). But Loki has a good side too, which keeps people guessing.

Smart Investing

Which stock markets offer the best value in the world right now?

Nobody likes overpaying for things. You are simply throwing money away and can feel like a mug as well. Neither is good. This applies regardless of whether you are buying a new pair of shoes or investing in stocks and shares. I can't help you with shoes, but I can show you a way of working out which global stock markets offer the best value at any given moment, and which don’t. A word of warning though, valuing stocks and markets is an imperfect science. Just because something is cheap doesn’t automatically make it good value. Same with shoes, I'm told.

Smart Investing

Would This Portfolio Make A Crooked Gambler Smile?

In Ancient Egypt, plenty of high-status people were entombed with tools, treasures and sometimes servants. These were meant to help them in the afterlife. But archaeologists also found weighted dice. A pharaoh, after all, might not cheat death. But he might be keen to swindle others in an afterlife game of craps.

Smart Investing

Bitcoin Falls Further Than The Dotcom Crash

Twelve months ago, I began a ten-country tour, speaking about the merits of low-cost index funds. At the end of every session, I welcomed questions. The most common question, however, had nothing to do with index funds. So many people asked, “What do you think about Bitcoin?” Many wanted to buy it, believing they could make a fortune.

Smart Investing

Which Currency Should You Pick For Your Diversified Portfolio Of Index Funds?

Imagine this for a moment. You’re a young, single person walking along a path and you stumble upon an ancient lamp with instructions on the side. “Rub me,” it says, “and your dreams will come true.” Curious, you rub that lamp and a genie appears. She offers one thing.

Smart Investing

Do you still have tax responsibilities back home?

You may feel like a freewheeling internationally mobile expat but the tax authorities back home are likely to take a rather less romantic view of your status. Even if you are living, working and resident overseas, or based in a tax-free jurisdiction such as Dubai, you may still face regular tax demands from your home country.

Any questions?