Blog

9th Annual San Francisco Planning Day

On a beautiful October morning, Certified Financial Planners and a team of volunteers from all across the San Francisco Bay Area gathered together at the San Francisco Public Library. Sharing the same passion to deliver exceptional financial education to anyone and everyone, a day like today is just one way […]

Retirees May Be Forced To Own More Stocks Than In The Past

Recently I’ve been reflecting on an article from the WSJ in April 2017 entitled, “As Interest Rates Rise, It May Be Time to Tweak the Portfolio”. In it, the author discusses that unlike earlier times, retirees can no longer count on earning reasonable rates of return from placing their retirement […]

Time for a rethink on U.S. dollar exposure?

This article from Capital Group is a bit dated but still a great, relevant thought piece on the effect of currencies on your international investments. Worth reading!   Time for Investors to Rethink Dollar’s Impact on International Equities Key Takeaways The translation effect of currencies can have a significant impact […]

Welcome to the USA and all Her Tax Complexities

Foreign citizens moving into the U.S. are an increasing population due to the ongoing globalization of business. They tend to be accomplished professionals who save at a much higher rate than their American peers. However, they also have far more complicated financial affairs than a typical American, and both their […]

Welcome to our world, Meghan.

Meghan Markle’s marrying a prince may be an unusual situation, but her tax issues are very common for a large number of our clients!   See it here: WSJ article   Look Out, Meghan Markle! The IRS Is Watching   Some timely advice before a royal wedding that will raise daunting […]

The Long Arm of Uncle Sam

The global economy is leading to more and more opportunities for professional growth and advancement all around the world. Many Americans are moving abroad for work reasons. However, today is also an environment of rapidly evolving tax laws and ever-greater aggressiveness on the part of tax authorities in various countries […]

Take it or Leave it? What to do with your old 401k when you move abroad

The popularity of the 401k as a retirement savings vehicle and its tax implications make this question the most common one we get from cross-border professionals: what should I do with my old 401k? The answer is a resounding it depends. Having gotten Captain Obvious out of the way, let’s […]

3 Biggest Investment Mistakes by American Expats

More and more Americans are living abroad or thinking about it, as there is a world of opportunity and adventure outside the U.S. Many get too wrapped up in the excitement to educate themselves on the practicalities of life overseas, such as how to manage their investments. Don’t make these […]

Highlights of New U.S. Tax Code for Cross-Border Individuals

On December 20, 2017, President Trump signed into law a significant revision to the U.S. tax code, to take effect starting January 1, 2018. However, it will take some months for the IRS to iron out details and provide guidance and information to professionals and individual taxpayers. One thing for […]

Investment Challenges Faced by International Families

  More and more people are living abroad or thinking about it, as there is a world of opportunity and adventure outside national borders. Many get too wrapped up in the excitement to educate themselves on the practicalities of life overseas, such as how to manage their investments. Don’t make […]

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