Cross-border money - How does it work?

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

Douglas Goldstein,

French Olim at Ben Gurion Airpot
French Olim at Ben Gurion Airpot
Noam Moscowitz

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.




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