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There was a time, before the global financial crisis, when the central banker's job was relatively simple. The main goal was simply to keep inflation under control and if it stayed around the 2% to 4% level, everyone was happy. Interest rates around 4% were acceptable. By the time the Federal Reserve officially set its inflation target in early...

Most expats probably need financial advice at some point in their lives; especially when you are going through a major life event such as having a child, buying a house or deciding when and how to retire.

Should you be concerned about the stability of your own bank now that problems are spilling over to Europe? Just a few days after the bankruptcy of Silicon Valley Bank, Credit Suisse's shares went into free fall. Will the Swiss bank drag other European banks along? Are we heading for a new banking crisis? And is your bank threatening to falter too?...

We've all had that conversation where you tell a friend you're planning on moving abroad. Their eyes light up as though they are talking to a movie star and they say something like, "living abroad is so glamorous." Once they've calmed down and stopped fantasizing about drinking G&T whilst watching peacocks roam across the lawn of their vast estate,...

Sometimes the things you enjoy and the things you are talented at come together and you get the chance to turn your passions and skills into a career. That's our story of how we became a financial advisor.

Banks can fail, as the story of Silicon Valley Bank shows. While the collapse of SVB does not raise questions about the stability of the global financial system as a whole, it is yet another reminder that banks work with their customers' money. With the money in our accounts that we use to pay our monthly bills. With the money...

We could forgive you for thinking that bank failures are a thing of the Great Depression, not something that would happen now. You'd be wrong, thanks to the highly publicized bankruptcy of a once-obscure institution called Silicon Valley Bank, which collapsed Friday and was taken over by federal regulators to protect the assets of its depositors....

Regular portfolio reviews are critical to the success of your investments, especially after volatility in the stock, bond, and currency markets. Unfortunately, many expats never get around to reviewing their portfolios, or if they do, they don't approach the process in a sensible way that will give you (better) results over time.

At some point, expats may consider investing in one of the many offshore investment schemes that are actively marketed by unscrupulous salesmen. It's understandable why the promotional literature for these plans can be pretty compelling. The sales pitch might go something like this:

There are almost infinite ways to invest successfully. If success ends with a portfolio large enough to meet your investment goals, whether that be early retirement, putting kids through college, or leaving a legacy, there are countless ways to get there.