December 2016

Twelve Financial Resolutions to Help Expats Enjoy a Prosperous New Year

Submitted by Creveling & Creveling Private Wealth Advisory on December 26th, 2016

By Chad Creveling, CFA, and Peggy Creveling, CFA

Many of us expats look forward to a new year with a renewed desire to make positive changes in our lives. From a financial standpoint, improving our circumstances largely requires instilling good habits, being consistent, getting started early, and possessing a basic understanding of finance and investing concepts. To help you enjoy a more prosperous new year, here are 12 financial New Year's resolutions. 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.

The Cost of Expat Investment Advice: Do You Know What You’re Paying?

Submitted by Creveling & Creveling Private Wealth Advisory on December 20th, 2016

By Chad Creveling, CFA, and Peggy Creveling, CFA

Someone once said that nothing in life is free, and that definitely applies to investment advice. You may not realize it, and it may not be transparent, but when expats receive third-party investment advice they pay for it in one way or the other. Unfortunately, a bewildering array of packaging and clever marketing efforts can disguise the issue and make it difficult to tell just how much and exactly what the true costs are. To help you make the best choice, below we run through the main options for managing your investments, outlining what you get, what you pay, and who is best suited for each model.

Retirement Mutual Funds (RMFs) and Long-Term Equity Funds (LTFs)—LTF Tax Privileges Revised

Submitted by Creveling & Creveling Private Wealth Advisory on December 13th, 2016

By Peggy Creveling, CFA, and Chad Creveling, CFA

This article originally appeared in the American Chamber of Commerce of Thailand (AMCHAM)’s T-AB Magazine 5/2016 and has been shared with permission.

For many employed expats in Thailand, Thai Long-Term Equity Funds (LTFs) and Retirement Mutual Funds (RMFs) can provide worthwhile Thai tax benefits. This article discusses the merits of both types of investments, and highlights an important 2016 change to the LTF holding period. For a period of time U.S. citizens were unable to invest in LTFs and RMFs due to FATCA legislation; however, some Thai asset management companies are again accepting U.S. citizens.

Twelve Financial Resolutions to Help Expats Enjoy a Prosperous New Year

The Cost of Expat Investment Advice: Do You Know What You’re Paying?

Retirement Mutual Funds (RMFs) and Long-Term Equity Funds (LTFs)—LTF Tax Privileges Revised

Sukhumvit Soi 30
Khlong Toey, Bangkok
10110 Thailand

info@crevelingandcreveling.com

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December 2016

Sukhumvit Soi 30Khlong Toey, Bangkok10110 Thailand

info@crevelingandcreveling.com

Sukhumvit Soi 30
Khlong Toey, Bangkok
10110 Thailand