Advisor to Client

Tax implications of investing abroad Fallback Image Decorative pattern

Investing

Tax implications of investing abroad

Diversifying a portfolio with U.S. and international stocks offers great benefits, but those benefits carry a cost: foreign withholding taxes

By Justin Bender and Dan Bortolotti |July 3, 2015

2 min read

FATCA reporting for U.S. citizens Fallback Image Decorative pattern

Tax

FATCA reporting for U.S. citizens

The goal of the Foreign Account Tax Compliance Act (FATCA) is to prevent millions of U.S. taxpayers, and the global financial institutions that serve them, from evading U.S. tax on income and assets held outside the U.S.

By Terry Ritchie |June 30, 2015

4 min read

Presentation: Pros and cons of currency hedging Fallback Image Decorative pattern

Investing

Presentation: Pros and cons of currency hedging

Exchange rates can improve or reduce investment returns when you convert them back into your home currency.

June 29, 2015

2 min read

Presentation: Questions and answers on global investing Fallback Image Decorative pattern

Investing

Presentation: Questions and answers on global investing

To help you to prepare materials for clients, we’ve developed these slide selections on global investing.

June 29, 2015

3 min read