Blog Archives

KeatsConnelly Cross-Border Weekly Best of the Web 2014-5-2

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week’s articles include a review of Canadian

Tagged with: , , , ,
Posted in Cross-Border Blog

2013 – The Year of the Great Rise in US Stocks

Contributed by John Rice, CFA, CFP®, If you held a diversified portfolio during 2013 you probably experienced returns that were much less than the US stock market. This is because US stocks did phenomenally well during the year and many

Tagged with: , , , ,
Posted in Cross-Border Blog

Emerging Market Stocks

Contributed by John E. Rice, CFA, CFP®Recently our investment strategy team and Investment Committee decided to increase exposure to emerging market stocks in portfolios. Why now?  We have long believed that holding a well-diversified portfolio of stocks and bonds and

Tagged with: , ,
Posted in Cross-Border Blog

KeatsConnelly Cross-Border Weekly Best of the Web 2013-7-26

Every week we usually share news stories, blog articles and other interesting stuff from around the web, this week we are posting an article on second-guessing the markets.  This article was provided by Dimensional Funds.  July 2012. Second Guessing Markets

Tagged with: ,
Posted in Cross-Border Blog

KeatsConnelly Cross-Border Weekly Best of the Web 2013-5-31

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week we offer a mix of articles

Tagged with: , , , ,
Posted in Cross-Border Blog

How Could Debt NOT Matter?

contributed by John E. Rice, CFA, CFP® I want to challenge something I have heard in the popular press recently. Over the last couple of years people have begun to question convention wisdom that taking on more debt is bad

Tagged with: , , ,
Posted in Cross-Border Blog

May Day, Mayday, Sell in May and Go Away?

contributed by Nathan Gehring, CFP® As has become tradition, the approach of the month of May is greeted by the financial press with uncountable articles discussing the idea that an investor should sell out of stock markets in May and

Tagged with: , ,
Posted in Cross-Border Blog

Currency In Portfolios

contributed by John E. Rice, CFA, CFP® For those who pause to think about it, one of the more complex decisions in investing is exposure to other currencies. Like other financial assets, currencies fluctuate, and your exposure to currencies outside your

Tagged with: , , ,
Posted in Cross-Border Blog

KeatsConnelly Workshop Dates

To register, please click on a workshop below. Thursday, Jan 26, 2012 / Ritz-Carlton, Phoenix Tuesday, Jan 31, 2012 / Rancho Las Palmas Resort, Palm Springs Tuesday, Feb 7, 2012 / Ritz-Carlton, Naples Thursday, Feb 9, 2012 / Boca Raton

Tagged with: , , , , , , ,
Posted in Cross-Border Blog

What Do Investors Really Want?

  Written by Senior Investment Officer, Peter Eickelberg   Meir Statman serves as a finance professor at Santa Clara University. Affable, funny, and insightful, Statman is a real pleasure to hear speak in person. His expertise in “behavioral finance” assures

Tagged with: ,
Posted in Cross-Border Blog
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
TRY OUR CROSS-BORDER FORUM »
Get Updates from Us
SIGN UP FOR E-UPDATES »