Cross-border money - How does it work?

The unusual request American Olim are getting from their U.S. brokerage firms.

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Douglas Goldstein,

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US dollars
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Doug Goldstein, CFP, director of Profile Investment Services Ltd., and David Kuenzi, CFP®, founder of Thun Financial Advisors, discuss the challenges that face Americans living abroad who have U.S. brokerage accounts.

Why are many of the big brokerage houses asking its cross-border clients to leave? Listen to advice for dual-citizen investors who have international investments, including how to view an investment as more than its currency value.

Use an unusual investing strategy: Chess. The game of chess has some wonderful parallels to investing. Doug shares three secrets he learned from chess while writing on his book Rich as a King.



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