Announcing My New Book – The Cross-Border Family Wealth Guide

I am excited to announce the impending release of my new book – The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad, with Foreward by Tim Kochis.   Whether you’re an American living abroad, or foreign-born and living in […]

Europe Faces Pension Pinch

  This article in the WSJ highlights a serious issue in Europe and the U.S. Too few workers contribute to the state pension systems, and nations set little cash aside for benefits they promise. Some are calling this the “pension time bomb”…because the demographic trends are such that fewer and […]

Low Interest Rates are Rewriting Investing Rules

Low bond yields are frustrating income-oriented investors; diversification is the only answer.   As I sit down to write to you today, I can’t help but reflect on an article I read in the Wall Street Journal while riding on the train a few days ago. For the first time […]

Bonds, Interest Rates, and the Impact of Inflation

There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond’s price. Many people who invest in bonds because they want a steady stream of income are surprised to learn that bond prices can fluctuate, just as they do with any […]

Balancing a Retirement Portfolio with Asset Allocation

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it’s even more important, since the mix of various types of investments accounts for most of the ups and downs of a portfolio’s return. Each type of investment, or asset class, has strengths and weaknesses that […]

Broad Market Gains Power Historic Rally

The market’s returns this year have indeed been fascinating. It has been over 20 years since all assets have gone up at the same time, as has happened so far this year. What does this say about whether all assets are over-valued, as some have recently suggested. My sense is […]

Managing Currency Risks for an International Retirement
WSJ Article: Emerging-Market Bond Bargains
Move your 401k

This was a great article about the recent sell-off in emerging-market bonds, and the opportunity now for investors willing to take the risk. In today’s low-yield environment, emerging-market bonds can add returns while providing badly needed diversification away from the U.S. bond market.   Upside: Emerging-Market Bond Bargains Emerging-market bonds are […]

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Portland Business Journal: Advice from 13 Portland Money Managers

Andrew Fisher, Worldview’s President and Chief Investment Officer, was interviewed by the Portland Business Journal. See excerpt below:   Advice from 13 Portland money managers   What’s the best advice you are giving clients right now? One is never well served by making important decisions in times of stress. Of […]

WSJ Article: Emerging-Market Rout Offers Bargains

This article spells out very clearly the incredible opportunity today for investors in emerging markets. In our opinion, all investors should be thinking globally, and maintain meaningful exposure to both equities and bonds of faster growing emerging economies.