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The Global Expatriate's Guide to Investing. Hallam Andrew

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      1

      Charles D. Ellis, “The Rise and Fall of Performance Investing,” Journal of Portfolio Management, July/August 2014

      2

      Andrew Bender, “Record Number of Americans Now Hold Passports,” Forbes, January 30, 2012. Accessed April 29, 2014. www.forbes.com/sites/andrewbender/2012/01/30/record-number-of-americans-now-hold-passports/.

1

Charles D. Ellis, “The Rise and Fall of Performance Investing,” Journal of Portfolio Management, July/August 2014

2

Andrew Bender, “Record Number of Americans Now Hold Passports,” Forbes, January 30, 2012. Accessed April 29, 2014. www.forbes.com/sites/andrewbender/2012/01/30/record-number-of-americans-now-hold-passports/.

3

“World Expat Population – The Numbers,” Resources for Expats, International Moving Companies Moving Overseas, World Expat Population – The Numbers, Comments. Accessed April 29, 2014. www.feedbacq.com/blog/world-expat-population-the-numbers/.

4

“Private Pensions – OECD.” Accessed April 29, 2014. www.oecd.org/finance/private-pensions/issaiopsoecdcomplementaryandprivatepensionsdatabase.htm.

5

“HSBC Bank International Expat Explorer Survey.” Accessed April 29, 2014. www.expatexplorer.hsbc.com/files/pdfs/overall-reports/2009/economics.pdf.

6

Dan Weil, “Dalbar's Harvey: Individual Investors Brilliant at Mistiming Markets,” Moneynews.com, March 11, 2013. Accessed May 12, 2014. www.moneynews.com/InvestingAnalysis/Dalbar-Harvey-individual-investors/2013/03/11/id/494045/.

7

“Growing Older in America,” University of Michigan Health and Retirement Study. Accessed April 30, 2014. http://hrsonline.isr.umich.edu/sitedocs/brochure/HRS-brochure.pdf.

8

“How Much Do You Need to Retire Well?” Canadian Business. Accessed April 30, 2014. www.canadianbusiness.com/investing/how-much-do-you-need-to-retire-well/.

9

“Couples Must Budget £600,000 for Retirement,” The Telegraph, April 26, 2010. Accessed April 30, 2014. www.telegraph.co.uk/finance/personalfinance/7635532/Couples-must-budget-600000-for-retirement.html.

10

“Resources,” ASFA Retirement Standard. Accessed April 30, 2014. www.superannuation.asn.au/resources/retirement-standard.

11

Interview with Billy and Akaisha Kaderli. Telephone interview by author, February 2, 2014.

12

Suzan Haskins and Dan Prescher, The International Living Guide to Retiring Overseas on a Budget: How to Live Well on $25,000 a Year (Hoboken, NJ: John Wiley & Sons, 2014).

13

Interview with Shane Brierly. E-mail interview by author, June 30, 2013.

14

“Inflation – Current and Historic Inflation by Country,” Inflation.eu. Accessed April 30, 2014. www.inflation.eu/.

15

Ibid.

16

Interview with Ben Shearon. E-mail interview by author, June 20, 2014.

17

Interview with Jeff Devens. Interview by author, September 15, 2013.

18

Medicare.gov: Official U.S. Government Site for Medicare. Accessed April 28, 2014. www.medicare.gov/.

19

“Global Life Expectancy: Life Spans Continue to Lengthen around the World, WHO Says,” Huffington Post/Reuters, May 15, 2013. Accessed April 30, 2014. www.huffingtonpost.com/2013/05/15/global-life-expectancy-span-world_n_3281211.html.

20

William P. Barrett, “The Retirement Spending Solution,” Forbes, April 5, 2011. Accessed April 30, 2014. www.forbes.com/forbes/2011/0523/investing-retirement-bill-bengen-savings-spending-solution.html.

21

Michael S. Finke, Wade D. Pfau, and David M. Blanchett, “The 4 Percent Rule Is Not Safe in a Low-Yield World,” Journal of Financial Planning 26(6): 46–55; Social Science Research Network. Accessed April 30, 2014. http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2201323.

22

Interview with Lindell Lucy. E-mail interview by author, June 20, 2013.

23

Interview with Keith Ferrell and Annika Dahlgren-Ferrell. Telephone interview by author, April 30, 2014.

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