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. By Chad Creveling, CFA and Peggy Creveling, CFA 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. Q: A reader submitted this question: By Chad Creveling, CFA and Peggy Creveling, CFA By Chad Creveling, CFA and Peggy 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. 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. By Peggy Creveling, CFA, and Chad Creveling, CFA Although it may not be common to have problems with a brokerage account, fraud and bankruptcies can and do happen. These types of issues may occur most frequently in the offshore world where regulators may not have a handle on money being channeled through tax havens, but they can also happen in larger or better-regulated markets. For example, in January, several foreign exchange brokers went bust when the National Bank of Switzerland de-pegged the Swiss franc from the euro, and the franc appreciated rapidly against major currencies, resulting in mayhem in the forex trading community. The U.S. has had some recent high-profile brokerage bankruptcies, including the collapse of Lehman Brothers in 2008 and the fraud-related busts of firms like Bernie L. Madoff Investment Securities and MF Global. Fallout from the bursting of the Shanghai and Shenzhen market bubbles might normally lead to some broker bankruptcies, although in this case Chinese government intervention may stem the tide. 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. By Chad Creveling, CFA and Peggy Creveling, CFA By Peggy Creveling, CFA and Chad Creveling, CFAWSJ Ask an Expert: American Expats Scramble to Keep U.S. Investment Accounts
Submitted by Creveling & Creveling Private Wealth Advisory on October 19th, 2015
Expat Investment Advice: The Cost of Not Sticking with Your Investment Strategy in Volatile Markets
Submitted by Creveling & Creveling Private Wealth Advisory on September 21st, 2015
WSJ Ask an Expert: On Social Security Benefits for Former U.S. Green Card Holders
Submitted by Creveling & Creveling Private Wealth Advisory on August 27th, 2015
Expat Investment Advice: Five Tips to Generate Income from Your Portfolio in Retirement
Submitted by Creveling & Creveling Private Wealth Advisory on August 10th, 2015
American Expats with Foreign Spouses: Choosing Your US Tax Filing Status
Submitted by Creveling & Creveling Private Wealth Advisory on August 3rd, 2015
WSJ Ask an Expert: An ITIN Primer: Everything You Need to Know About U.S. Individual Tax Identification Numbers
Submitted by Creveling & Creveling Private Wealth Advisory on July 27th, 2015
Protect Your Portfolio from Broker Fraud and Bankruptcy
Submitted by Creveling & Creveling Private Wealth Advisory on July 20th, 2015
WSJ Ask an Expert: Tips for Caring for Senior Parents as an Expat: An Eldercare Checklist
Submitted by Creveling & Creveling Private Wealth Advisory on June 22nd, 2015
Expat Investment Advice: Structured Products — Buyer Beware
Submitted by Creveling & Creveling Private Wealth Advisory on June 8th, 2015
Expat Investment Advice: Tips to Deal with Market Volatility
Submitted by Creveling & Creveling Private Wealth Advisory on May 26th, 2015
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