Doug Goldstein, CFP®, cross border financial advisor and director of Profile Investment Services, Ltd., promotes the benefits of diversifying in your portfolio. He explains why many U.S. firms have a “no non-U.S. client” policy.
Non-U.S. residents need to know their options when their U.S. brokerage advise them to move their assets. Doug suggests the next step you should take.
Be sure your investment decisions are within your comfort level.
Investors shouldn’t lose sleep over their investments. Don’t let what might happen affect your decision making.
Doug offers a free toolkit for non-U.S. residents who want to keep their money in an American brokerage firm. Tune in for more information.