The Global Expatriate's Guide to Investing : From Millionaire Teacher to Millionaire Expat

Foreword Scott Burns Acknowledgments Introduction Chapter 1: Setting Your Bulls Eye What’s This Ailment, Expatitis? Cheating Conventional Retirement Rules Cooking Up The Road Less Traveled The Earthquake and the Epiphany Jujitsu Junkie Taps Out For Home Now It’s Your Turn Chapter 2: Building Your Pension How To Never Run Out Of Money The Man With Nothing But A Backpack The Couple with Swedish-American Dreams A Front-End Loaded Tale of Success Chapter 3: The Truth About Stocks And Bonds Halloween Grab Bag Treats Investors Why Average Returns Aren’t Normal Stocks Mercilessly Beat Inflation What Has The Stock Market Done For You Lately? Undressing Stocks With 50 Shades of Gray The Stock Market Stars As The Great Humiliator Fast Growing Economies Can Produce Weak Returns Bonds Are Protective Nets For Jumpers Can you lose money with bonds? Chapter 4: Don’t Start a Fight with an Escalator Yes, The Financial District Loves You! Proof That Global Investors Get Ripped Off Chapter 5: Where Are the Customer’s Yachts? Global Investors Bleed by the Same Sword American Expatriates Run Naked Why Brokers Wants To Muzzle Warren Buffett Financial Advisors Touting “The World Is Flat!” Self-Serving Arguments Stomped By Evidence Hedge Fund Money Spanked For Its Con Why Most Investors Underperform Their Funds Chapter 6: Don’t Climb into Bed with a Silver-Tongued Player Featuring the Rip-Offers The Ten Habits of Successful Financial Advisors…Really? When Your Advisor Is a Sales Commando Welcoming Sharks into the Seal Pool Misled Investors Pay the Price A Canadian Investor Gets Bled Would You Like A Band-Aid For That Bleeding Gash? Masters of the Insured Death Benefit Illusion Free Fund Switching Isn’t a Perk Making Millions Off The General Public Fooling the Masses with Numbers Regulators Making an Effort Can Squeaky Wheels Gain Redemption? If Investors Can’t Reclaim Their Losses When High Fees Meet Gunslingers A Son’s Inheritance Gets Plundered British Teacher Learns a Costly Lesson Playing Soccer Like Wasps Around Honey Most Investors Are Crazy Chapter 7: Self-Appointed Gurus and Neanderthal Brains Why Most Investors Should Hope For Falling Markets It’s Not Timing the Market That Matters; It’s Time in the Market High Unemployment and High Stock Returns What Can You Miss By Guessing Wrong? When Investors and Advisors Sabotage Their Rides Popular Stocks Underperform How About the Next Big Thing? When Genius Fails Chapter 8: An Employer’s Greatest Challenge Fees…How Much Is Too Much? So What’s The Solution For Global Employers? Chapter 9: Couch Potato Investing Don’t Bonds Tie You Down? Is It More of a Fling Than a Real Relationship? Potatoes Growing Globally Bonds Relative To Age And Risk What If You’re Falling Behind? Profiting From Panic—Stock Market Crash 2008–2009 Owning The World Where Do You Plan To Retire? Are You Retiring In An Emerging Market Country? Does This Sound Too Good To Be True? Chapter 10: The Permanent Portfolio: Growth Without Risk Gold In Isolation Is A Total Loser A Disco-era Brainchild From A 20 th Century Socrates This Great Portfolio Will Never Be Popular (But It Should Be!) Why Does It Work? What Has It Done For Me Lately? Chapter 11: Fundamental Indexing:  Can We Build A Better Index Portfolio? Like Top Basketball Players Getting The Most Court Time Index Funds That Appear To Beat The Market Investment Legend Likens Them To Voodoo Global Fundamental Indexes Can Shelter Us From Bubbles Emerging Markets Show The Greatest Difference Aren’t These Just Actively Managed Products? Chapter 12: Capable Investment Advisors With A Conscience Do You Have A Ninja’s Discipline? Qualities Of A Great Financial Advisor Investment Professionals Without A Conflict of Interest Chapter 13: Choosing Your Offshore Brokerage—For Non Americans DBS Vickers Securities Opens The Door To Everyone Why You Should Avoid E-Trade Financial TD Direct Investing International Saxo Capital Markets—A Jewel With Distractions Saxo Capital Market Costs Comparing Fees With International Brokerages Is Interactive Brokers The Dark Horse Winner? Chapter 14: The Fifteen Questions DIY Investors Ask Let’s Go! Chapter 15: Investing For American Expats Do You Currently Invest With Vanguard? Couch Potato Investing With Vanguard Couch Potato Investing With A Vanguard Stick Shift When Investors Binge On Speculation Charles Schwab Offers a Great Deal Charles Schwab Doing the Couch Potato with Schwab Permanent Portfolio Investing With Schwab Fundamental Indexing Magic In The Works Don’t Contribute Illegally to your IRA What Exactly Is An IRA? Roth IRAs Are Different Chapter 16: Investing For Canadian Expats Canadian Funds Earn An “F” For Costs Brokerage Options for Expatriate Canadians Brokerages for Canadians in Capital Gains Free Jurisdictions Building a Canadian Couch Potato Portfolio ETF Canadian Price War The Permanent Portfolio, Canadian Style Fundamental Indexing Portfolios What About RRSPs and TFSAs? Swap Based ETFs, The Ultimate Legal Tax Dodge Chapter 17: Investing For British Expats Expensive Firms Performing Like A Virgin Couch Potato Investing For British Expatriates British Investors And The Permanent Portfolio Fundamental Indexing For The British Chapter 18: Investing For Australian Expats Fancy An Australian Couch Potato? How About An Australian Permanent Portfolio? Fundamental Indexing For Australians Chapter 19: Investing For New Zealand Expats Kiwis Going Couch Potato Permanent Portfolio For Kiwis Fundamental Indexing For New Zealanders Chapter 20: Investing For South African and South American Expats South Africans South Africans Fry Up The Couch Potato South African Writer Likes The Permanent Portfolio South Africans Preferring Fundamental Platforms South American Investors Brazilian Couch Potato Model Chapter 21: Investing For European Expats Country-Specific European ETFs European Indexes That Investors Will Like Why not choose the simpler option? Calling Italians and the Swiss The European’s Permanent Portfolio Fundamental Indexing for Europeans So What’s It Going To Be? Couch Potato, Permanent, or Fundamentally Indexed? Chapter 22: Investing For Asian Expats An Indian National Divulges Her Plan Asians Going Couch Potato Asians Choosing The Permanent Portfolio The Fundamental Portfolio For Asians Conclusion About the Author Index