By Peggy Creveling, CFA and Chad Creveling, CFA | Here are some of the specific challenges expats face that get in the way of saving along with a few solutions for overcoming mental blocks to saving.
By Peggy Creveling, CFA & Chad Creveling, CFA | As the holidays and gift-giving season approach, have a look through our annual list of good books from 2022.
By Chad Creveling, CFA, & Peggy Creveling, CFA | If you haven’t been saving already, the best time to start is now – the sooner you get started, the easier it will be. To help, we’ve listed some simple steps to begin your savings plan.
By Chad Creveling, CFA, & Peggy Creveling, CFA | Volatile markets are an emotional roller coaster ride for investors, leading many to abandon their investment strategy. But succumbing to fear and withdrawing from the market can compound your losses.
By Chad Creveling, CFA, & Peggy Creveling, CFA | If you live an expatriate lifestyle, your financial interests and obligations may be international or global. Your portfolio should be similarly diversified.
By Chad Creveling, CFA, & Peggy Creveling, CFA | Choosing an offshore financial advisor carefully is as important as choosing a doctor or lawyer. Here are some characteristics you may want to look for.
By Chad Creveling, CFA, & Peggy Creveling, CFA | When bear markets strike, these tips can help you take an objective look at your portfolio, limit the damage, and help protect your financial security.
By Chad Creveling, CFA, & Peggy Creveling, CFA | There are some basic financial steps worth taking when becoming an expat. The added complexity can make money management and financial planning unusually difficult.
By Chad Creveling, CFA, & Peggy Creveling, CFA | When volatility picks up, here are some tips to keep from panicking and to help you stay on track and stick with your long-term investment strategy.
By Chad Creveling, CFA, & Peggy Creveling, CFA | To help Americans living overseas with filing their 2021 U.S. taxes, here is an updated checklist of some of the various tax forms that may be needed.
By Chad Creveling, CFA, & Peggy Creveling, CFA | One of the most important steps in getting control of your finances is to draw up an initial financial plan. This includes a starting point, a set of long-term goals, and intermediate short-term goals to help you reach your destination.
By Chad Creveling, CFA, & Peggy Creveling, CFA | No one financial institution is a perfect fit for all expatriates. To help you narrow the choices and find the best custodian for your unique circumstances, ask these five questions.