PFIC Rules Explained: The Tax Compliance Consequences of Investing in Mutual Funds Outside the U.S.

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17 / Nov AUTHOR NAME: Stuart Campbell 0 COMMENTS

Designing and implementing an effective long-term wealth management strategy can often be a complex undertaking for “cross-border” families. Not only must you consider potential changes in market conditions and shifts in compliance rules, but other complexities, like non-resident financial products and international estate planning, must also factor into the equation. That’s why it’s so important for..

How a Trump presidency could affect your investment portfolio?

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10 / Nov AUTHOR NAME: Stuart Campbell 0 COMMENTS

First off, this blog has nothing to do with politics, even if it might seem that way at first.   It has everything to do with investing. As you know, Donald Trump won the 2016 Presidential Election on Tuesday night.  On Friday, January 20, 2017, he will become the 45th president of the United States. ..

New Standards for Financial Advisors – Department of Labor (DOL) Update

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26 / Oct AUTHOR NAME: Stuart Campbell 0 COMMENTS

On February 23, 2015, President Obama called on the Department of Labor (DOL) to update certain rules and regulations regarding the financial services industry.1 The new standards the DOL enacted are creating quite a stir among financial advisors, mainly because those standards could greatly affect how they do business. Notice that I said “they” and..