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
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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.” Download the one-page resource for free in today’s show notes on the Goldstein on Gelt website.
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