This page is mostly for my own use, to keep track of interesting links and resources on passive, indexed investing. But I hope it helps someone out there!
First you need to know why:
- If you like to watch some videos, these are great:
- Passive Investing: the Evidence - targeted at the UK, but the concepts are applicable everywhere.
- Passive Investing Theory - as the title says, this series is more focused on the theoretical foundations.
- Moneychimp has two great introductory articles:
- Why index?
- Index funds and indexes - more thorough step-by-step introduction to basics, and guidelines for building a portfolio. Targeted at U.S. citizens, but lots of useful information there.
- Papers and research backing up this approach:
The resources below start with basics, but also go into the process of investing itself:
- Andrew Hallam, author of "Millionaire Teacher", has an absolutely amazing blog. Here are some of my favorite posts. The comments section is frequently full of great stuff, too! He replies to a lot of his readers there.
- 9 Laws to Financial Freedom - great short read on general personal finance, including investing.
- EARCOS Seminar 2011 - a good starting point, and how I heard about all of this! (Thanks Andrew if you ever read this!!!)
- Expat Investing - hub of examples for different nationalities.
- Example for Canadian investors - being Canadian himself, this is a great introductory, skip-to-the-chase post. Useful for everyone are the instructions on how to use the online interface of DBS Vickers to make an order. Ok, everyone using DBS Vickers, I guess ;)
- The Bogleheads Wiki - absolutely amazing resource!
- The 12 Step recovery program for Active Investors - tongue firmly in cheek, 12 steps to sleeping better at night.
Useful links on more specific topics.
- How to rebalance your portfolio - full of great links as well.
- Opening a DBS Vickers account without flying to Singapore - if you do go to Singapore, you'll have to go through a very similar process anyway. Plus you can go shopping! ;) (not too much, though, you need to have money to invest!)
- Avoiding U.S. Estate taxes - very recent developments in the U.S. taxes situation makes this something that we need to consider seriously.
Taxes for U.S. citizens living abroad
Since I'm not one, these are just handy links but I can't really promise more than a "best effort" here:
- IRAs for American Expats
- More to come...
Fee-based Financial Advisors
According to Andrew Hallam on his blog, here are some fee-based (and hence more trustworthy) advisors:
I will update this page semi-frequently, so come back again!
And let me know anything you want to add or correct in the comments!