Sharply lower expenses and more tax efficient ETF’s or iShares are proving to be the most flexible, cost effective, and simple investment tool available today.
The growth of global opportunities coupled with the decline of the US dollar make building a portfolio that is globally diversified essential to reducing the overall risk of investing.
Fellow at Keio and Sophia University, Tokyo, Japan
Here's what Members are saying...
"Carl is the John Templeton of ETFs"
– J. Santiago, Aspen, CO
“I’ve been in the investment field for over 13 yrs and I don’t like to read stuff from many, but you are another story. Keep up your good work. You make a lot of sense.”
– Adam W.
"Great reading, very interesting & a lot of common sense!! "
– Aidan F.
"Your service is first class and your global approach has been very profitable to me. "
- Conrad F.
"Carl's ETF consulting advice was worth every penny"
– Juliann S.Tokyo
“I am profiting both literally and figuratively from your keen insights.”
– David Horwich
"Your ETF selection is excellent. I believe what separates your service from all the others is your experience with global investing - your service has saved me a lot of time"
– Michael McCarthy
“I will soon be giving each of my ten grandchildren gifts and am inclined to set them up with your global portfolio.”
– Howard Chilton
“You are really taking an international, strategic and sensible low-cost view of investing”
– Ernest Porter
“Thanks for the straightforward, simple approach rather than the usual gobbledygook”
