the Expat Asset Manager

the Expat Asset Manager Principled asset management and financial planning for the discerning expatriate. Welcome to the Expat Asset Manager.

Successful expatriates, living away from home, face a number of unique financial challenges – protecting their family and assets in an unfamiliar legal environment, making the best use of potentially tax free earnings, navigating cross-border tax and estate planning issues, to name a few. With technical expertise and regional experience since 2009, we provide we provide solutions to your challenge

s, tailored to your needs. Long before it was legally mandated, we have been offering predominantly fee-based services with regard to personal financial modelling, asset management, and wealth protection. Through our principled approach, we endeavour to set the standard for integrity and professionalism for financial services in the United Arab Emirates, and wider GCC region. If you value transparency, integrity, expertise and experience when seeking financial advice, it is likely that we will form a mutually beneficial and successful partnership.

According to ValuStrat, Dubai Residential Property Prices decreased 11.1% in 2018 Q4, compared to one year prior. Their...
17/01/2019

According to ValuStrat, Dubai Residential Property Prices decreased 11.1% in 2018 Q4, compared to one year prior. Their study also showed a price decline of about 25% since the mid 2014 peak. But value shoppers are jumping in. Off plan sales in Q4 increased 47.9% from the prior quarter and Ready Unit sales increased 24.8%. So should you buy now, wait, keep renting? We can help you make an informed decision by modeling out the probable future based on buying vs renting.

Some helpful tips for Dubai (and UAE) residents who bought property with a mortgage.
10/01/2019

Some helpful tips for Dubai (and UAE) residents who bought property with a mortgage.

Dubai-based US CFP, Vince Truong, explains how home buyers in Dubai can save potentially thousands of dollars on their mortgage life insurance.

07/01/2019

Dubai-based US CFP, Vince Truong, shares tips for staying calm when stock markets are panicking

A US 60/40 (stock/bonds) portfolio earned 7.49% annually in nominal terms and 5.72% annually in real terms (after inflat...
29/07/2018

A US 60/40 (stock/bonds) portfolio earned 7.49% annually in nominal terms and 5.72% annually in real terms (after inflation) from 1800 - June 2018. But you had to stomach regular drawdowns (peak-to-trough). I was curious on a rolling 10-year basis what the maximum drawdown a 60/40 portfolio experienced. In nominal terms 50% of the time there was a 16% drawdown or worse, and 50% of the time in inflation-adjusted terms there was 23.8% drawdown or worse. What does this mean? A static buy-and-hold portfolio that is not even very high risk (i.e. not pure equities but 60/40) has regular "painful" drawdowns that investors MUST accept!

When we invest client assets, we consider nominal and inflation-adjusted returns. Cash and bonds are not always a safe i...
15/07/2018

When we invest client assets, we consider nominal and inflation-adjusted returns. Cash and bonds are not always a safe investment. Beware of the silent killer...inflation.

19/06/2018

It was a privilege to educate the staff of and towards greater financial literacy and empowerment!

Good thoughts for ETF investors
11/05/2018

Good thoughts for ETF investors

© Copyright 2018 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.

Be aware of the drawbacks of a passive buy and hold strategy.
10/05/2018

Be aware of the drawbacks of a passive buy and hold strategy.

Trying to mimic the performance of the S&P 500 leaves you overexposed to overvalued companies, and underexposed to undervalued ones.

It is a commonly held belief that bonds are less risky than stocks (which may be true in nominal terms and over short pe...
04/05/2018

It is a commonly held belief that bonds are less risky than stocks (which may be true in nominal terms and over short periods of time; especially when interest rates are declining) but when you factor in inflation things can look a little different.

Having uncorrelated assets (ideally negatively correlated) with a positive expected return will decrease portfolio risk....
03/05/2018

Having uncorrelated assets (ideally negatively correlated) with a positive expected return will decrease portfolio risk. Below is a picture of a dedicated short ETF (makes money when weak companies go down in price) YTD for vs. &P500

Some general principles for each stage of life on saving for the later years.
13/04/2018

Some general principles for each stage of life on saving for the later years.

Straightforward and simple retirement planning steps for each decade.

Address

Al Shafar Tower 1, Barsha Heights
Dubai

Telephone

+97144573872

Website

Alerts

Be the first to know and let us send you an email when the Expat Asset Manager posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category