Portfolio Makeover: How Expats Can Boost Returns by Reducing Fees, Decreasing Risk, and Lowering Taxes
Submitted by Creveling & Creveling Private Wealth Advisory on October 1st, 2019By Chad Creveling, CFA, and Peggy Creveling, CFA
Creveling & Creveling is required by law to protect clients’ privacy, and does not release client information to third parties without written approval. The following is a fictitious example designed to demonstrate the value of proper financial planning, and does not refer to any specific case.