By Peggy Creveling, CFA & Chad Creveling, CFA | Why do so many investors fall into the trap of chasing returns? It’s a common mistake, especially for expats, but a diversified approach can keep your portfolio on track. See why long-term strategies outperform short-term bets.
By Peggy Creveling, CFA & Chad Creveling, CFA | Think you’re safe from online scams? With financial fraud hitting record highs, it’s time to double-check your security. Learn how to protect yourself from cyber threats.
Chad Creveling, CFA & Peggy Creveling, CFA | Is your mortgage rate higher than current market rates? Find out whether it's better to prepay or invest that extra cash.
By Chad Creveling, CFA and Peggy Creveling, CFA | When the market shakes, some expats shake out their equities. But is swapping stocks for safer assets a smart move, or are you risking your retirement goals?
By Chad Creveling, CFA and Peggy Creveling, CFA | Life insurance is a crucial consideration for expats with financial obligations. Discover the key questions to ask to ensure you choose the best policy for your needs and protect your family's future.
By Peggy Creveling, CFA & Chad Creveling, CFA | Americans who live overseas and who are married to foreigners can choose which filing status to use when filing their U.S. income taxes. Your choice can make a big difference in how much U.S. tax you pay, both in the current year and over the long run.
By Peggy Creveling, CFA and Chad Creveling, CFA | Understanding the difference between total and real returns is crucial for expats to ensure their investments keep up with inflation and retain value.
By Peggy Creveling, CFA and Chad Creveling, CFA | To help Americans living overseas with filing their 2023 U.S. taxes, here is an updated checklist of some of the various forms that may be relevant.
By Peggy Creveling, CFA and Chad Creveling, CFA | Although it may not be common to have problems with a brokerage or custodial account, fraud and bankruptcies can and do happen. These types of issues may occur more frequently in the offshore world where regulators in the developed world may not have a handle on the various players and where money is being channeled through tax havens, but they can also happen in larger or better-regulated markets.
By Peggy Creveling, CFA & Chad Creveling, CFA | Recognize the signs of the 'Investment Group Imposter' scam and protect your investments from fraudsters.
By Chad Creveling, CFA & Peggy Creveling, CFA | To help you thrive in 2024, here are financial resolutions to consider as you start a year. If you start at the beginning and aim to knock off at least one each month, by the end of the year you'll be on much firmer financial footing.
By Peggy Creveling, CFA and Chad Creveling, CFA | From the art of longevity to the intrigue of art theft, our 2023 book list offers a range of fascinating reads for your holiday leisure.