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Perfect Portfolio Design

Please enjoy this installment of our Wealth Essentials webinar series.

We simplify the concepts of Modern Portfolio Theory so even a Kindergartener can have a perfectly designed investment portfolio. Okay, maybe not quite a Kindergartener, but investors will be able to supervise their financial advisors and their savings to ensure they are adequately optimized. Modern Portfolio Theory teaches you how to achieve maximum returns for a given amount of risk. It is based on the work of Nobel Prize winning economist Harry Markowitz. But don’t let that intimidate you. And maybe if Merv Adelson had followed these guidelines he would not have lost a fortune.

Tax Secrets Your Accountant Doesn’t Tell You

Please enjoy this installment of our Wealth Essentials webinar series.

Financial issues Facing Those Trying to Move Abroad

moving abroad
If you’re planning on moving abroad, you may encounter some of these financial challenges.

Moving abroad can be a thrilling life change full of adventure and excitement, but it can also bring with it a plethora of challenges – especially financial. If you’re planning on moving abroad, whether for work, school, or to try something new, you’re not alone. Around nine million Americans live abroad, and thousands more join them each year.

With all of the things you have to juggle as you plan to move abroad, it’s important to make sure you take time to get your finances in order. Due to American and foreign rules which are designed to limit or regulate international financial activity, moving abroad can have a significant impact on your finances. In particular, these laws and rules can affect your investments, banking, and retirement plans.

In order to help you prepare for your move, here are five of the most common financial challenges that affect U.S. citizens who move abroad.

foreign taxes, moving abroad, U.S. citizen

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Making Money with ESG Investing

ESG Investing
Two Steps to Get Started on Aligning Your Money with Your Values

Are you familiar with ESG Investing? It’s a trending investment philosophy that combines two goals: positive investment returns and positive impact on society, environment, or business performance. It falls under the larger umbrella of “sustainable investing” but ESG specifically stands for Environmental, Social and Governance investing. These are the three central factors ESG investors use when measuring the sustainability of stocks in their portfolios – and determining whether their investments support their values.

investing, values

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How to Save for Retirement Without a Traditional 401(k)

save for retirement
Tools to Help Creatives and Other Self-Employed Individuals Plan for a Sound Financial Future

Much of the retirement advice you hear is of the “start saving early” and “take advantage of your employer match” variety. However, those things may not be possible for everyone. Many small companies and startups don’t offer a 401(k) or similar retirement savings plan, and those who are self-employed or independent contractors are entirely responsible for their own benefits, retirement planning vehicles included.

If you’re in this boat, don’t despair. While the path toward a financially sound retirement may not be as obvious for you,  your options might even be better. We’ll review several below.

401(k), creatives, retirement planning, self-employed

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© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.