Creative Planning International
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Creative Planning International provides leading U.S.-based financial advisory services, working with American expats and cross-border families worldwide. We specialize in meeting the unique investment management and financial planning needs of Americans living abroad. We deliver an integrated service that encompasses all aspects of our clients' finances, including wealth management, investment ma
10/03/2025
Our latest market update is here, and it's appropriately themed for October. With the S&P 500 up 14.83% YTD — despite the April scare — and international developed stocks up 25.72%, CIO James Battmer discusses what actually matters as we close out 2025.
Q3 2025 Market Summary Read our latest market commentary for a recap of Q3 2025, and be reminded of a few often overlooked opportunities to consider before year-end.
09/26/2025
Many American expats are surprised to discover their U.S. investment accounts may be terminated when moving abroad. This article explores why financial institutions are restricting non-resident accounts and provides four strategic approaches to maintaining your investment portfolio despite these challenges.
U.S. Brokerage Accounts for American Expats The Foreign Account Tax Compliance Act has made it more difficult than ever for American expats to maintain U.S. brokerage accounts. Recently, a wide range of financial institutions has severely restricted the investment capabilities of Americans living abroad.
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3330 University Avenue
Madison, WI
53705
