Retirement Planning

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 […]

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 […]

Client Story: Portuguese Citizen Living in the United Kingdom

Ana is a Portuguese national who lived and worked in the U.S. for several years and subsequently moved to the U.K. She relinquished her green card as she envisions returning to her native Portugal in the next few years. However, while in the U.S., she owned an apartment, which she […]

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Wall Street Journal Article by Andrew Fisher: Foreign-Born Workers
Wall Street Journal

Underserved Client Class: Foreign-Born Workers Many advisers shy away from expats because of their financial complexities, but they can be a rewarding challenge   U.S. multinational companies—especially in technology and finance—are bringing in talent from around the world and changing the face of workplaces and communities. In Silicon Valley, where […]

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 […]

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