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  3. July 2020

July 2020

Expat Investment Advice: Seven Things Expats Need to Know About Investing

Submitted by Creveling & Creveling Private Wealth Advisory on July 14th, 2020

By Peggy Creveling, CFA and Chad Creveling, CFA

Investing is a full-time profession for many people. Countless books have been written on the hows and whys of making smart investment decisions. If you’re an expatriate, you must also consider the role that different currencies and tax jurisdictions play in your portfolio. These issues are complex, and our goal today is to simply introduce you to some of the concepts behind successful investing. We will also provide you with additional resources and book recommendations to help you design an investment strategy that will work for you.

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