Major U.S. Brokerage Firms Are Closing Foreign-Owned Accounts

Many people who are living abroad but who have U.S. investment accounts have recently been receiving an unpleasant notice from their account custodian that their accounts are being closed and must be moved. This is true no matter whether the person is a U.S. citizen or permanent resident (Green Card […]

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 […]

Study: Immigrants Founded 51% of U.S. Billion-Dollar Startups

The US really dominates the industry of innovation around the world. Yet, the financial advisory industry is not yet smart enough to deal with foreign nationals coming into the States. This is why I am writing my book, to help advise this growing segment!!   WSJ March 17, 2016 By […]

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 […]

Is It Time to Make Up With Emerging Markets?

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 […]

Record Number of U.S. Citizens, Green-Card Holders Cut Ties With U.S. in 2015

In 2015, 4,279 American expats renounced their U.S. citizenships, according to the U.S. Treasury. This figure represents a roughly 25 percent increase from 2014 and continues a trend that has seen the number of renunciations rise nearly 500 percent since 2009 (742). A recent blog post by The Tax Foundation […]

Key Lessons in Cross Border Wealth Management – Multi-national Citizen

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 […]

Financial Planning & Wealth Management Needs for Cross Border Professionals

This is the second article in our series of industry content published on IRIS from Worldview Wealth Advisors, designed to help financial professionals better understand the opportunities available in the cross-border financial planning marketplace.   In our first article, we detailed the size, scope and characteristics of the cross border […]

The Growing Opportunity in Cross Border Wealth Management for Independent Financial Advisors

This article is the first in a series of industry content from Worldview Wealth Advisors designed to help financial professionals better understand the opportunities available in the cross-border financial planning marketplace.   Globalization is increasing and the world is becoming ever more connected, driven by companies expanding globally, technology companies […]

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 […]