Global Banking and Administration

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 […]

Internationally Born Entrepreneurs Flock to the Silicon Valley, But Beware of Personal Finance Traps

More and more cross-border professionals and their families are making their way to the U.S. to pursue their entrepreneurial endeavors – some recent estimates are that as much as 50% of the founders of new start-ups are foreign born. These people are generally super stars, with the education, skills 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 […]

Moving away from the U.S.? Better roll over your 401k!

The U.S. Department of Labor estimates that each year thousands of workers fail to claim or rollover approximately $850 million in 401k assets. If you are moving abroad and have an old 401k through a U.S. employer, don’t leave your account stranded! The process of claiming your 401k is easier […]

Most Americans Won’t Venture Abroad For Jobs. But The Millennials Will.

I wanted to comment on this very interesting article from the WSJ last week. In it, we learn about a recent survey of 200,000 global workers on their likelihood to venture abroad for career opportunities.   The survey, conducted by the Boston Consulting Group and The Network, an alliance of global recruiting […]

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on […]

Uncle Sam Wants Your Foreign Address, and Your Money

US Tax filing for citizens and greencard holders living internationally is onerous and complex   There has been a lot of attention lately on the complex tax situation of Americansand US Green Card holders (legal residents) living overseas. Let’s say you have moved abroad, either for work or personal reasons, […]

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 […]

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