Goldstein On Gelt

If you are one of the millions of people who live outside of America and have an American brokerage account, you are a cross-border investor. Despite the scale of cross-border investing, many Americans living abroad find their American brokerage firms asking them to close their investment accounts because they have a foreign address. Fortunately, there are financial institutions dedicated to help cross-border investors. David Kuenzi is the founder of Thun Financial Advisors, an American brokerage firm specializing in cross-border investing. As a Certified Financial Planner David understands the need expats have for cross-border investment advice. David explains why the FBAR is so important for international tax compliance, and suggests looking at your investments as more than just a currency value. Listen for insights as to what cross-border investors should do with their money. Chess can make you a better investor During Doug’s time writing Rich as King with Grandmaster Susan Polgar, he noticed some “grandma