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Andrew Fisher

Partner

Cross-Border Planning

Tax Issues Facing U.S. Citizens Abroad

January 30, 2025 - Living overseas seems glamorous and often leads to personal and professional enrichment, but then there are the taxes. The U.S. tax system is more complicated…

Andrew Fisher, Partner

Andrew Fisher

Partner

Cross-Border Planning

Tax Challenges Facing Foreign Citizens in the U.S.

March 29, 2023 - Foreign professionals are coming into the United States to work more than ever, and generally we all benefit. However, these incoming workers need to understand…

Andrew Fisher, Partner

Andrew Fisher

Partner

Cross-Border Planning

Living a Jet-Setter Retirement

March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate…

Andrew Fisher, Partner

Andrew Fisher

Partner

Cross-Border Planning

Cross-Border Tax Complexities

August 25, 2022 - More than ever, foreign professionals are coming into the United States to work. However, incoming workers need to understand the numerous potential tax traps they…

Andrew Fisher, Partner

Andrew Fisher

Partner

Cross-Border Planning

Warning Signs for American Expat Investors Working with Large U.S. Investment Firms

September 24, 2021 - Investors who chose to live overseas or anywhere outside the U.S. border face inevitable complications to their financial life. There are seven warning signs that…

Andrew Fisher, Partner

Andrew Fisher

Partner

Cross-Border Planning

Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents

August 5, 2021 - Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients,…

Andrew Fisher, Partner

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

October 16, 2026 - Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

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