Investing Insights

Ben Pace, Christian Thwaites and James Lebenthal

Economic & Market Update

Weekly Investment Perspectives

January 23, 2023   -   Economic data, the Federal Reserve, and earnings are sending mixed signals, suggesting potential short term volatility, but mid-long term upside opportunity.

Frederic Behrens

Partner

Cross-Border Planning

Guide to Financial Planning for Non-U.S. Citizens Living in the United States

Those living (or soon to be living) in the United States on a green card or U.S employment visa face many financial, tax and legal issues that average American citizens do not. Unfamiliarity with the U.S. tax and legal environment often leads to poor long-term financial planning decisions and costly mistakes. To make cross-border financial […]

Frederic Behrens

Partner

Cross-Border Planning

Investing as an American Expat

Increasingly, American citizens are moving overseas to advance their careers, to retire abroad or for family reasons. Living in another country is exciting but brings forth many new challenges. This includes adapting not only to a new culture but also a new financial, tax and legal system. Just like back home, advice from professionals is […]

Michael B. Fischer

Principal

Financial Planning

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth IRA contribution). However, these articles seemingly gloss over the complexity of the strategy and lead to […]

Frederic Behrens

Partner

Cross-Border Planning

The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom

U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S. tax perspective, it is essential to invest using U.S. listed investments to avoid the complicated and tax-costly U.S. passive foreign investment companies (PFIC) tax regime. On the U.K. tax side, […]

Theodore D. Schneider

Principal

Investing

A Guide to Investing for Nonprofit Organizations

For a nonprofit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is complex and time-consuming. Without the proper attention or expertise, a 501(c)(3) nonprofit (or its board members) can run into legal issues or substandard investment results. However, with the appropriate advice […]

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Daniel Park

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.