Investment Management

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 […]

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 […]

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 […]

Client Story: A French Professional and his Family Transition to Living in the United States

Theo, a French professional, and his wife, Vivienne, a dual citizen of South Africa and Britain, had been living in London. After 10 years of employment at a large American multinational in the technology sector, Theo’s company offered him the opportunity to move to the firm’s U.S. headquarters for a […]

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 […]

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Article in Kiplinger: International Stocks Present a Compelling Opportunity
Kiplinger

Just published an article today in Kiplinger. The valuation disparity between US equities into global shares is hard to ignore, and YTD fund flows and relative performance seem to demonstrate that the rotation is underway. International Stocks Present a Compelling Opportunity Many signs are pointing overseas for U.S. investors right […]

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 […]

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