Top Expat Portfolio Mistakes and How to Avoid Them
Submitted by Creveling & Creveling Private Wealth Advisory on February 2nd, 2021By Chad Creveling, CFA, and Peggy Creveling, CFA
Many expats tend to lead event-filled lives driven by travel, new opportunities, increased social obligations, and managing the challenges of everyday expat life. This leaves little time and energy for the more mundane chores of everyday life, like managing an investment portfolio. Unfortunately, the complications of cross-border finances, multiple tax jurisdictions, currency choices, and planning for a retirement overseas require even more attention and involvement than they would back home.
