Blog
Submitted by Creveling & Creveling Private Wealth Advisory on May 31st, 2016
By Chad Creveling, CFA and Peggy Creveling, CFA
When it comes to building an investment portfolio, one of the first decisions many expats need to make is selecting an appropriate global custodian. A custodian is a financial institution such as a brokerage, asset management company or bank where you can hold your investment assets and buy and sell various global investment products. It may also provide various banking facilities, such as savings accounts, checking facilities, debit cards and other services. There are a number of factors to consider when selecting an offshore custodian, as well as numerous custodians to choose from. 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, we’ve put together the following list of considerations:
Submitted by Creveling & Creveling Private Wealth Advisory on May 26th, 2016
By Chad Creveling, CFA and Peggy Creveling, CFA
Investors generally claim they value consistent portfolio returns, but in practice often act in ways that increase both volatility and portfolio risk.
Why are consistent portfolio returns important?
Submitted by Creveling & Creveling Private Wealth Advisory on April 25th, 2016
By Chad Creveling, CFA and Peggy Creveling, CFA
Submitted by Creveling & Creveling Private Wealth Advisory on April 17th, 2016
By Peggy Creveling, CFA and Chad Creveling, CFA
One of the first financial questions foreigners planning to move to Thailand often have is how to transfer money in and out of the country. To help expats who are new to Thailand decide on which method suits their situation, we’ve described a few of the options below:
Submitted by Creveling & Creveling Private Wealth Advisory on March 31st, 2016
By Chad Creveling, CFA and Peggy Creveling, CFA
Submitted by Creveling & Creveling Private Wealth Advisory on March 13th, 2016
The Wall Street Journal invited Creveling & Creveling to be part of a panel of experts for personal finance on its WSJ Expat site. The following article originally appeared on the WSJ site and has been shared with permission:
Submitted by Creveling & Creveling Private Wealth Advisory on February 29th, 2016
By Peggy Creveling, CFA and Chad Creveling, CFA
Submitted by Creveling & Creveling Private Wealth Advisory on February 17th, 2016
By Chad Creveling, CFA and Peggy Creveling, CFA
Submitted by Creveling & Creveling Private Wealth Advisory on January 11th, 2016
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:
Submitted by Creveling & Creveling Private Wealth Advisory on December 28th, 2015
By Chad Creveling, CFA and Peggy Creveling, CFA
