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.

August was another example of the idea that strong markets do not require a perfect backdrop. While there continues to b...
09/08/2026

August was another example of the idea that strong markets do not require a perfect backdrop. While there continues to be uncertainty around oil prices, the Fed, new tariffs affecting global trade, and interest rates that are at their highest in decades, many positive factors drove broad market indices higher.

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

https://hubs.ly/Q04wTR-30

The Nobel Prize-winning economist Paul Romer once wrote that “economic growth springs from better recipes, not just from...
09/01/2026

The Nobel Prize-winning economist Paul Romer once wrote that “economic growth springs from better recipes, not just from more cooking.” This key idea in economics is that raising our standard of living is not just about adding more workers or equipment, but about enabling each worker to produce more and higher-quality goods and services.

In this article, we share how AI, productivity, and Federal Reserve policy could shape the long-term economic outlook.

https://hubs.ly/Q04w1KzT0

Since new tariffs were announced last year, global trade has been a source of uncertainty for financial markets and the ...
08/25/2026

Since new tariffs were announced last year, global trade has been a source of uncertainty for financial markets and the economy. In February, the Supreme Court ruled that the original “Liberation Day” tariffs were illegal, resulting in a wave of refunds to businesses that are now well underway. At the same time, tariff refunds have pushed the federal budget deficit higher, with the national debt exceeding $40 trillion for the first time.

Here, we share what tariff refunds and rising national debt mean for investors.

https://hubs.ly/Q04v8Ysn0

The stock market has climbed to new all-time highs following several periods of uncertainty this year. Many parts of the...
08/18/2026

The stock market has climbed to new all-time highs following several periods of uncertainty this year. Many parts of the market have contributed to the rally, including Energy, Information Technology, and Industrials, while interest rates remain near multi-decade highs and bond yields are at their most attractive levels in years.

In this article, we share what is driving stocks, bonds, and all-time highs.

https://hubs.ly/Q04tk43W0

If you are a U.S. resident preparing to move abroad, you are likely focused on the logistics - visas, housing, schools a...
08/13/2026

If you are a U.S. resident preparing to move abroad, you are likely focused on the logistics - visas, housing, schools and the many practical aspects related to relocation. While those details deserve attention, assessing the cross-border financial implications of your move is just as critical.

In this article, we outline key financial considerations to take into account and why acting on them before leaving the U.S. matters.

https://hubs.ly/Q04syBfh0

With the November midterm election approaching, campaigns are intensifying nationwide. Politics have grown more divisive...
08/11/2026

With the November midterm election approaching, campaigns are intensifying nationwide. Politics have grown more divisive, so it’s natural for investors to wonder if the election should influence their financial decisions. More than ever, it’s crucial to separate political views from investing and not vote with portfolios and financial plans.

Here, we share why long-term investors should separate politics from investing.

https://hubs.ly/Q04swXdp0

Markets experienced a challenging environment in July with major indices ending the month slightly lower. However, this ...
08/04/2026

Markets experienced a challenging environment in July with major indices ending the month slightly lower. However, this comes in the context of healthy year-to-date gains and a broad market that remains near all-time highs. AI investments, rising Treasury yields, Middle East tensions, and Fed policy all contributed to market volatility.

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

https://hubs.ly/Q04rN5Ls0

In our modern world, computers and cell phones have become everyday necessities that are expected to simply work. Yet be...
07/23/2026

In our modern world, computers and cell phones have become everyday necessities that are expected to simply work. Yet behind the scenes is a complex supply chain that makes these technologies possible. Artificial intelligence is no different, relying on everything from semiconductors and data centers to software providers and businesses.

In this article, we share how the AI value chain is shaping markets and what it means for long-term investors.

https://hubs.ly/Q04q44nm0

A famous quote by Warren Buffett is that “someone’s sitting in the shade today because someone planted a tree a long tim...
07/21/2026

A famous quote by Warren Buffett is that “someone’s sitting in the shade today because someone planted a tree a long time ago.” For many parents and guardians, the goal of saving, investing, and planning is to ensure the financial security of their family. Today, families have more options than ever to help children build wealth for the future.

In this article, we share how Trump Accounts and other savings vehicles can support a child's financial future.

https://hubs.ly/Q04q45WH0

The baseball player Yogi Berra once said that “a nickel ain’t worth a dime anymore.” With inflation still elevated, many...
07/14/2026

The baseball player Yogi Berra once said that “a nickel ain’t worth a dime anymore.” With inflation still elevated, many investors may be feeling this way as well. Not only are everyday costs higher due to inflation, but short-term interest rates have also declined, reducing the income generated by cash.

In this article, we delve into what investors need to understand about the role of cash in their portfolios today.

https://hubs.ly/Q04pqBbb0

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