Currencies

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 […]

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 […]

Client Story: How Worldview Helped an American Expatriate and his Family Living Abroad

“Our financial affairs are so complicated because we have stuff all over the world, and no one has ever looked at our whole picture,” worried the client when we first sat down with them. Jim is an American living in Hong Kong. He is originally from New York and was […]

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 […]

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 […]

New Option for U.S. Banking for US Citizens and Residents Living Overseas

Good job by the American Citizens Abroad, Inc. (ACA), for helping solve a basic need for many U.S. expatriates who unfortunately left the U.S. without first setting up a U.S. bank relationship. A real problem for some Americans living overseas is the inability to open and/or maintain State-side banking services. ACA […]

Key Lessons in Cross Border Wealth Management – American Ex-Pat

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.   “Our financial affairs are so complicated because we have stuff all […]

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 […]

Considerations for U.S. Persons Purchasing Foreign Real Estate

There are many reasons why a U.S. person may want to own residential real estate in a foreign country – this article provides an overview of some of the U.S. tax rules that determine what types of disclosures are typically required.   In today’s global economy, many U.S. persons find […]

Managing Currency Risks for an International Retirement
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