Chad Creveling, CFA and 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.
Chad Creveling, CFA and Peggy Creveling, CFA |
As the new year begins, it’s a great time for expats to re-evaluate their financial positions and to make positive changes. Improving our financial circumstances largely requires instilling good habits, being consistent, getting started early, and possessing a basic understanding of finance and investing concepts. To help you thrive in 2022, here are some financial resolutions to consider as you start the year. If you start at the beginning and aim to knock off at...
By Peggy Creveling, CFA and Chad Creveling, CFA As the year-end holidays approach, have a look through our annual list of good books from 2021. Although we’ve selected these with the expat reader in mind, as another challenging year draws to a close, we hope everyone can enjoy a break over the holidays. While some are more serious, others are just for fun. Most of these titles have digital and audio versions available, which makes...
Chad Creveling, CFA and Peggy Creveling, CFA |
You have to take more risk to get a higher return on your investment, or so the saying goes. The saying has its roots in the basic principles of modern portfolio theory and refers to the idea that investors should be willing to accept more short-term market volatility (risk) in order to receive a chance at a higher long-term investment return. Conversely, investors should accept lower long-term expected returns on their investments if they’re not...
Chad Creveling, CFA and Peggy Creveling, CFA |
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By Peggy Creveling, CFA, and Chad Creveling, CFA Regular portfolio reviews are critical to investment success, especially after big moves in the equity, fixed income, and currency markets that can occur from time to time. Unfortunately, many expats never get around to reviewing their portfolios or if they do, don’t approach the process in an organized way that will get results over time. This is not about trying to time the markets or picking the...
Chad Creveling, CFA and Peggy Creveling, CFA |
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By Chad Creveling, CFA and Peggy Creveling, CFA We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. - Anonymous saying The above often-repeated saying can be applied to many areas of life. When it comes to investing, we frequently see people overestimate what they can achieve in any given year and underestimate what they can achieve in the long term...
By Chad Creveling, CFA and Peggy Creveling, CFA If you've already resolved to save more, then you're in luck: There's no better time than now to get serious about saving for your future. We've come up with the following five steps that can be followed by expatriates and their families alike. Many of us may have made the resolution to save more, and for good reason. Statistics show that most people don't save enough, and...
By Peggy Creveling, CFA, and Chad Creveling, CFA You're enjoying the change in scenery in a new country and wonder if it's time to take the plunge and purchase property while you're living overseas. Owning overseas property can be a rewarding experience, but it can also have a major impact on your finances. We've put together a list of some areas to consider: 1. How Long Will You Live There? Expatriates tend to lead transient...
By Peggy Creveling, CFA, and Chad Creveling, CFA Choosing a cross-border or offshore financial advisor carefully is as important as choosing a doctor or lawyer. You'll want to find someone who is competent and trustworthy and who works in your best interest. To help you find the financial advisor who may be right for you (as well as to protect you from those who could do harm), we've put together some characteristics to look for...