We periodically contribute financial articles to a variety of publications on issues relevant to expatriates. Click the links below to read articles on financial planning and investment management topics.
Foreign Finance Fail for Expats?
Human Resource Executive Online, January 2012
The Expat Spouse as Household CFO: What You Need to Know About Investing
The American Women's Club of Thailand News, November 2011
The Expat Spouse as Household CFO: Strategies for Boosting Your Family's Savings
The American Women's Club of Thailand News, October 2011
The Expat Spouse as Household CFO: Banking in a Foreign Country
The American Women's Club of Thailand News, September 2011
The Expat Spouse as Household CFO: Working Together to Set Goals
The American Women's Club of Thailand News, August 2011
Eight Questions Expats Need to Ask Before Buying Life Insurance
TAB Magazine—Journal of the American Chamber of Commerce in Thailand, 2011
Choosing an Offshore Custodian
OffshoreRed, June 2011
The Expat Spouse as Household CFO: Basic Principles You Need to Know About Investing
Expat Women, June 2011
Before You Get On That Plane...
The Wall Street Journal, June 20, 2011
The Expat Spouse as Household CFO: Taking Charge of Your Finances — Together
The American Women's Club of Thailand Newsletter, June 2011
For Americans: A Checklist of US Tax Forms You May Need to File
Journal of the American Chamber of Commerce in Thailand's TAB Magazine, 2011
Seven Things You Should Know About Gold Before Investing
Acclimate Magazine, September 2010
Fighting Back in a Down Market
Journal of the American Chamber of Commerce in Thailand's TAB Magazine, 2009
Couples Can Take Charge of Their Retirement
Acclimate Magazine, August 2009
Employ a Conservative Portfolio
Investing in an Uncertain Economy for Dummies, 2008
Employ a Moderate Portfolio
Investing in an Uncertain Economy for Dummies, 2008
Employ an Aggressive Portfolio,
Investing in an Uncertain Economy for Dummies, 2008
Being Prepared: A Checklist for Expats
Acclimate Magazine, September 2008
Planners Without Borders
Financial Planning Magazine, November 1, 2007
Do Your Clients Want to Retire Abroad?
Financial Planning Magazine, May 1, 2007
Choosing a Financial Planner
British Chamber of Commerce, Thailand'sThe Brief Magazine, 2006
Monthly Newsletters
Read past issues of "Monthly Money Tips for Expats" by clicking the archive links below.
December 2011 Newsletter
November 2011 Newsletter
October 2011 Newsletter
September 2011 Newsletter
August 2011 Newsletter
July 2011 Newsletter
June 2011 Newsletter
May 2011 Newsletter
April 2011 Newsletter
March 2011 Newsletter
February 2011 Newsletter
January 2011 Newsletter
Client Letters
Each quarter we provide an overview of the major economic and investment themes affecting the markets along with our views going forward and the adjustments we're making to client portfolios. Click the links below to read past letters.
Client Letter, October 2011
Client Letter, July 2011
Client Letter, April 2011
Client Letter, January 2011
Client Letter, October 2010
Client Letter, July 2010
Client Letter, April 2010
Client Letter, January 2010
Client Letter, October 2009
Client Letter, July 2009
Client Letter, April 2009
Client Letter, December 2008
Client Letter, October 2008
