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Submitted by Creveling & Creveling Private Wealth Advisory on July 19th, 2016
By Peggy Creveling, CFA and Chad Creveling, CFA
This article is for general information purposes only and is not intended as specific tax advice. Please consult your tax advisor for advice relevant to your situation.
If you're an American working overseas who's a contractor, sole proprietor, or small business owner, you may think that there are few U.S. tax-advantaged choices available to help you save for retirement. Those expats not working for U.S. firms are often unaware that they could be eligible to contribute to U.S. tax-advantaged retirement plans. Depending on your situation, however, there may be several alternatives from which to choose. The solo 401(k)―sometimes referred to as the single 401(k) or individual 401(k)―is one that can be a powerful retirement savings tool for some U.S. expats who are self-employed or who own a small business.
Submitted by Creveling & Creveling Private Wealth Advisory on June 27th, 2016
By Peggy Creveling, CFA and Chad Creveling, CFA
This article is for general information purposes only and is not intended as specific tax advice. Please consult your tax advisor for advice relevant to your situation.
Submitted by Creveling & Creveling Private Wealth Advisory on June 14th, 2016
The Chartered Financial Analyst® designation is one of the most respected accreditations in the investment and wealth advisory industries. It is recognized by employers, investment professionals, and investors around the world as the definitive standard by which to measure serious investment professionals.
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 18th, 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 April 1st, 2016
By Chad Creveling, CFA and Peggy Creveling, CFA
Submitted by Creveling & Creveling Private Wealth Advisory on March 14th, 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
