By Peggy Creveling, CFA and Chad 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 Chartered Financial Analyst® designation is one of the most respected accreditations in the investment and wealth advisory industries. It is recognized by employers, investment professionals, and investors around the world as the definitive standard by which to measure serious investment professionals. By Chad Creveling, CFA and Peggy Creveling, CFA When it comes to building an investment portfolio, one of the first decisions many expats need to make is selecting an appropriate global custodian. A custodian is a financial institution such as a brokerage, asset management company or bank where you can hold your investment assets and buy and sell various global investment products. It may also provide various banking facilities, such as savings accounts, checking facilities, debit cards and other services. There are a number of factors to consider when selecting an offshore custodian, as well as numerous custodians to choose from. No one financial institution is a perfect fit for all expatriates. To help you narrow the choices and find the best custodian for your unique circumstances, we’ve put together the following list of considerations: By Chad Creveling, CFA and Peggy Creveling, CFA Investors generally claim they value consistent portfolio returns, but in practice often act in ways that increase both volatility and portfolio risk. Why are consistent portfolio returns important? By Chad Creveling, CFA and Peggy Creveling, CFA By Peggy Creveling, CFA and Chad Creveling, CFA One of the first financial questions foreigners planning to move to Thailand often have is how to transfer money in and out of the country. To help expats who are new to Thailand decide on which method suits their situation, we’ve described a few of the options below: 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 By Chad Creveling, CFA and Peggy Creveling, CFA By Chad Creveling, CFA and Peggy Creveling, CFAAmerican Expat Financial Planning: Using 529 Plans to Save For College
Submitted by Creveling & Creveling Private Wealth Advisory on June 27th, 2016
What Is the CFA, and Why Select a CFA Charterholder?
Submitted by Creveling & Creveling Private Wealth Advisory on June 14th, 2016
5 Questions Expats Should Ask Before Choosing an Offshore Custodian
Submitted by Creveling & Creveling Private Wealth Advisory on May 31st, 2016
Expat Investment Advice: How to Obtain Consistent Portfolio Returns
Submitted by Creveling & Creveling Private Wealth Advisory on May 26th, 2016
Expat Financial Planning: Will Your Portfolio Last Through Retirement?
Submitted by Creveling & Creveling Private Wealth Advisory on April 25th, 2016
Move Your Money: The Ins and Outs of Transferring Funds in Thailand
Submitted by Creveling & Creveling Private Wealth Advisory on April 18th, 2016
WSJ Ask an Expert: Tips for U.S. Expats: Using Foreign Credits to Avoid Double Tax on Investment Income
Submitted by Creveling & Creveling Private Wealth Advisory on March 14th, 2016
How a Cross-Border Financial Advisor Can Help Expatriates (and How to Choose the Right One)
Submitted by Creveling & Creveling Private Wealth Advisory on February 29th, 2016
Market Returns Are Never Average
Submitted by Creveling & Creveling Private Wealth Advisory on February 17th, 2016
Twelve Financial Resolutions to Help Expats Enjoy a Prosperous New Year
Submitted by Creveling & Creveling Private Wealth Advisory on December 28th, 2015
© 2025 Creveling & Creveling Private Wealth Advisory. All rights reserved.
