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 […]
This article makes some great arguments why investors should not give up on emerging markets. Many of these economies have been in flux, but now the risk and reward ratio may be tilting toward investors’ favor. Updated March 7, 2016 The best time to take a vacation can be […]
As part of our article series on issues in Cross Border Wealth Management, the following is an illustration of some of the key implementation strategies we come across in helping cross border professionals manage their complex financial affairs. An interesting case study that can help advisors become more familiar […]
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 […]
Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries unique challenges. Even if the stock has done well, you may want more diversification, or have new […]
The WSJ published an article in February that I’d like to share with you. It really does a great job of summarizing a core tenant of our investment programs – worldwide diversification. The point of the article is to highlight new research into how to best build a “safe” portfolio […]
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 […]
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.