Cross Border Wealth

Cross Border Wealth We are overseas wealth management specialists.

Cross Border Wealth is a US-based investment advisory firm that provides specialized cross-border wealth management solutions for US-connected individuals who are living all over the world.

Alan Greenspan once said, “since I've become a central banker, I have learned to mumble with great incoherence.” Greensp...
06/23/2026

Alan Greenspan once said, “since I've become a central banker, I have learned to mumble with great incoherence.” Greenspan, who recently passed away at the age of 100, served as Chair of the Federal Reserve from 1987 to 2006 and became one of the most influential economic figures of the 20th century. As investors reflect on his legacy and the arrival of new Fed Chair Kevin Warsh, understanding how the Fed has evolved can provide valuable perspective.

In this article, we share what these two Fed eras mean for investors.

https://hubs.ly/Q04mgs2R0

The U.S. and Iran announced a preliminary agreement intended to end the four-month conflict that has weighed on the glob...
06/16/2026

The U.S. and Iran announced a preliminary agreement intended to end the four-month conflict that has weighed on the global economy. Financial markets have reacted positively to this development, with the stock market climbing, oil prices falling, and interest rates declining.

In this article, we share what the new peace deal framework could mean for investors.

https://hubs.ly/Q04lwLLM0

The stock market has experienced historically strong returns over the past quarter, so the latest episode of volatility ...
06/11/2026

The stock market has experienced historically strong returns over the past quarter, so the latest episode of volatility may raise questions among investors.

In this article, we share perspective on recent market volatility and what it means for long-term investors.

https://hubs.ly/Q04k_Xs10

May was a strong month for investors, with major indices reaching new all-time highs, even as the bond market faced chal...
06/05/2026

May was a strong month for investors, with major indices reaching new all-time highs, even as the bond market faced challenges from inflation concerns. The S&P 500 climbed above 7,500 for the first time, supported by continued strength in technology stocks. Long-term interest rates rose to nearly two-decade highs before moderating later in the month as oil prices declined.

In this article, we share key market insights from May.

https://hubs.ly/Q04jJ0Mw0

For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of ...
06/03/2026

For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirement, take care of their families, and more. Yet, one of the most important and often overlooked questions in financial planning is not how to grow wealth, but how to pass it on efficiently and intentionally.

In this article, we share advanced estate planning strategies for transferring family wealth.

https://hubs.ly/Q04jrbRs0

The S&P 500 recently surpassed 7,500 for the first time, marking another milestone in a year that has seen many new all-...
06/01/2026

The S&P 500 recently surpassed 7,500 for the first time, marking another milestone in a year that has seen many new all-time highs. This is positive for investors, especially because several sectors have contributed to this rally. These trends have also fueled enthusiasm for IPOs, particularly those related to artificial intelligence.

In this article, we share perspectives on tech stocks, IPOs, and higher interest rates.

https://hubs.ly/Q04jwSpj0

The Federal Reserve plays a central role in financial markets and the economy, and its importance has only grown in rece...
05/19/2026

The Federal Reserve plays a central role in financial markets and the economy, and its importance has only grown in recent decades. From the 2008 global financial crisis to the inflationary period of the past several years, investors have followed every Fed decision carefully.

In this article, we share how the new Fed Chair, Kevin Warsh, may impact markets and long-term investing.

https://hubs.ly/Q04h3HWq0

For much of the history of the stock market, investing was primarily about individual stocks and bonds. Over the past fe...
05/12/2026

For much of the history of the stock market, investing was primarily about individual stocks and bonds. Over the past few decades, however, macroeconomic developments have increasingly influenced markets. Significant events related to central bank policy, geopolitics, and global trade now affect nearly all stocks across the market.

In this article, we share how macro events continue to shape long-term investing.

https://hubs.ly/Q04gc1p90

April's performance is a reminder that markets can experience strong rebounds even in the face of ongoing investor conce...
05/07/2026

April's performance is a reminder that markets can experience strong rebounds even in the face of ongoing investor concerns. Despite the continuing war in the Middle East, major market indices climbed to new all-time highs during the month. The S&P 500 gained 10.4% in April alone, one of its strongest monthly performances in history.

In this article, we share key market insights from April’s rebound.

https://hubs.ly/Q04fzHC70

The human brain is excellent at finding patterns, a skill that helps us across many parts of life. However, it can also ...
05/06/2026

The human brain is excellent at finding patterns, a skill that helps us across many parts of life. However, it can also lead us astray when there is no real pattern at all, especially in investing. While some market patterns reflect underlying economic principles, others may simply be a coincidence.

In this article, we share what seasonal patterns like “sell in May” really mean for investors.

https://hubs.ly/Q04fzBrK0

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