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@s1blue If you sign up, you get access to the client website where he regularly posts podcasts about many topics. 529 has been discussed in that or you could ask unique questions. If you need tax advice then yeah, he likely is not the best person for you. Edit: I’m searching through his...

@bettyperson I highly recommend Mark Zoril at planvision, I’ve used him about 5 years and is commonly recommended by other expats as well as Andrew Hallam if you have read his book. He is a fiduciary, and has a subscription based service that is very reasonable. Don’t expect someone to hold...

@drumfizzy You may want to consider talking to an expat tax specialist. I’m sure you know living abroad limits what you can and can’t do in terms of investments. Depending on how you file your taxes you could still invest in a US 401k or other options. This doesn’t answer your question but just...

@catholicdudes Thanks for this, I've been digging a bit and decided to move the funds into VUAA. In case it helps anyone else, when I opened the IB account for my wife I had requested access to the London Stock Exchange, so I'm able to use her Hong Kong account to buy from the LSE. If you...

Hi, Andrew Hallam has a few funds that he suggests for Asian investors via the Hong Kong Exchange. Since my wife is from Hong Kong, I started her Interactive Brokers account with the following 3 funds: 2805 - Vanguard FTSE Asia ex Japan Index ETF 3101 - Vanguard FTSE Developed Europe...