Updated Saturday, May 25, 2013 as of 8:48 AM ET
30 Days - 30 Ways
25
Invest Globally, Keep Assets Locally
It may make sense for the wealthiest investors to have offshore accounts, but for almost everyone else, direct overseas investments are a terrible option.
IDEA 25: Domestic and international regulations make direct investing abroad expensive, overly complex and unnecessary for all but the wealthiest individuals.
Related Content
Previous Days
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Day 27When Clients Retire Abroad » -
Day 26Protect Global Purchasing Power » -
Day 18Overcoming Home-Country Bias » -
Day 17International Income Strategies » -
Day 12Must Follow Macro Trends in Asia » -
Day 10Working With Non-U.S. Citizens »
A bias toward domestic investment is understandable, but the U.S., big as it is, is not the world. We exist in a global economy and for advisors and their clients to restrict their thinking to within our borders means missing out on some tremendous companies and potentially lucrative investments. read more »
It's a summer of uncertainty, with affluent optimism gyrating based on the latest economic news. It also contributes to a fundamental irony: these days, affluent investors simply don't feel affluent. read more »
April 30, 2013
It’s no surprise that global investing is becoming an increasingly important part of client portfolios. Fund manager Jonathan Brodsky talks about big picture trends that have been shaping the global investing landscape. »
It’s no surprise that global investing is becoming an increasingly important part of client portfolios. Fund manager Jonathan Brodsky talks about big picture trends that have been shaping the global investing landscape. »
April 12, 2013
Investors are worried about whether a currency war could lead to inflation, but Milton Ezrati of Lord Abbett says advisors must position client portfolios for success despite a "global recession." »
Investors are worried about whether a currency war could lead to inflation, but Milton Ezrati of Lord Abbett says advisors must position client portfolios for success despite a "global recession." »
February 21, 2013
Emerging market equity funds may cool down in 2013, says Mike Taggart, the head of Morningstar CEF research. »
Emerging market equity funds may cool down in 2013, says Mike Taggart, the head of Morningstar CEF research. »
August 31, 2012
Jonathan R. Baum, chairman and CEO of the Dreyfus Corporation discusses where the opportunities are in international investing. »
Jonathan R. Baum, chairman and CEO of the Dreyfus Corporation discusses where the opportunities are in international investing. »
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