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Financial Advisor December 2009 Jeff Schlegel	Kings Of The Road Providing cross-border financial planning for expats can be tricky.
Financial Planning September 1, 2006 Suzanne McGee	The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine.
Financial Advisor February 2004 Gail Liberman	Coming To America Advisors may face new challenges from more foreign-born clients.
Registered Rep. June 1, 2005 Ruth Halcomb	Across Borders Moving to a new country opens a Pandora's box of financial issues. Insurance, retirement income, tax planning and estate planning are all affected by a move. Financial advisors need to be ready to help.
Financial Planning November 1, 2007 Marci Baker	Planners Without Borders Span the globe with advisors who are setting up boutique practices in various countries.
Registered Rep. April 1, 2008 Alan Lavine	Survivorship Life Back In Favor Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors.
Financial Planning May 1, 2007 Elizabeth O'Brien	Do Your Clients Want to Retire Abroad? Living overseas offers a sense of adventure and, often, a reduced cost of living. Yet most people -- and their financial advisors -- don't realize how much planning is needed to make the move a success.
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Financial Planning October 1, 2005 Donald Jay Korn	Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Financial Advisor November 2004 Alan Lavine	Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.
Financial Planning September 1, 2009 Jim Grote	The Multinationals Cross-border financial planning can evoke an aura of sophistication and romance. But the reality is more about the technical aspects of immigration, tax, investments, risk management, employee benefits, estate planning and social insurance between countries.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
Salon.com December 7, 2000 Richard Rodriguez	Prodigal father For decades, Mexico has looked down on Mexican-Americans, but its new president is challenging the nation to look to them instead...
BusinessWeek July 1, 2010 Crayton Harrison	Landon Donovan: Mexican Marketers' Bad Guy The U.S.-Mexico rivalry makes Donovan the perfect bad guy for Mexican marketers.
Managed Care August 2000	Any International Health Plan Has To Be Cheap An affordable option for integrated health care bridging private U.S. insurers and Mexico's social security system would save American employers money while providing better care to Mexicans who work in the U.S. but whose families live in Mexico, according to a study.
Investment Advisor July 2008 Geoff Kirbyson	Canadian Invasion Canadians are making a run for the border like never before, a migration that's triggering a rash of financial planning issues for investors with dual citizenship.
Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
National Defense August 2004 Joe Pappalardo	U.S.-Mexico Rapport Transformed by Terrorist Threat Efforts are under way on both sides of the U.S.-Mexico border to reform the national security relationship between the two nations in response to increased terrorism fears.
Investment Advisor July 2008 Olivia Mellan	Minority Report By 2050, minority groups will be the majority of Americans. Are investment advisors ready?
BusinessWeek July 18, 2005 Geri Smith	Work In The States, Build A Life In Mexico Monterrey-based Construmex has helped 4,500 migrants living in the U.S. build homes or small businesses in Mexico.
BusinessWeek December 22, 2003 Smith & Lindblad	Mexico: Was NAFTA Worth It? A tale of what free trade can and cannot do.
Commercial Investment Real Estate May/Jun 2005 Jennifer Norbut	Business Beyond Borders Three CCIMs provide unique perspectives on working in global real estate markets.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
BusinessWeek April 9, 2007 Geri Smith	Factories Go South. So Does Pay Mexico's auto industry is booming, but parts outsourcing is keeping a lid on wages.
BusinessWeek December 22, 2003 Geri Smith	Fox: "Mexico Is a True Business Partner" Mexico's President says the key is to see NAFTA as "an association seeking prosperity among the three countries."
Investment Advisor May 2010 Angela Herbers	The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves.
U.S. Banker October 2002 John Adams	Paint the Big Picture for The Elite--on Screen eMoney Advisor's Wealth Management Solution is a new product allowing both financial advisors and clients to have a single place to view the ongoing status of all their financial relationships.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want.
BusinessWeek October 27, 2003 Cooper & Madigan	Mexico: Feeble Growth Calls For Heftier Reforms Mexico has not yet benefited from the U.S. growth spurt, and the weak pace emphasizes the need for reforms in labor laws, energy, and taxes.
Bank Technology News September 2002 Karen Krebsbach	Following The Money Banks are gunning for a larger share of the $9.2 billion wired home annually by Mexican nationals in the U.S. But the Mexican government, with its own remittance plan, could be the dark horse in this race.
Commercial Investment Real Estate Mar/Apr 2012 Oscar J. Franck Terrazas	Mexico or Brazil? Investors may be surprised at the comparison of these two countries.
On Wall Street October 1, 2010 Milton Ezrati	Despite Violence, Mexico's Economy Begins to Improve Despite terrible problems, once the U.S. recovery begins to create jobs, remittances from Mexican nationals working north of the border will begin to add marginal momentum to Mexico's economic growth and, hence, to its market prospects.
BusinessWeek March 13, 2006 Geri Smith	Piggybanks Full Of Pesos Mexico's middle class is exploding, and that's good for U.S. business.
BusinessWeek April 9, 2009	Why Go to Mexico? While China and India grab headlines, Mexico has quietly become more competitive. Here are some crucial factors that have led to this.
Pharmaceutical Executive August 1, 2012	Country Report: Mexico Jim O'Neill, chief economist at Goldman Sachs declared that by 2020 Mexico would be the seventh largest economy in the world, surpassing both India and Russia. The Mexican pharmaceutical industry has seen some significant changes over the last four years.
BusinessWeek August 4, 2003 Cooper & Madigan	Mexico: Hostage to Its Neighbor's Troubles Weak demand in the U.S. is becoming a big problem for Mexico's manufacturing sector.
National Defense August 2004 Joe Pappalardo	State, Locals on the Ground Taking Security Steps On the state and local levels, law enforcement and first responders know that cooperation is essential to saving lives. That principle is particularly relevant along the U.S.-Mexico border.
Bank Technology News March 2007 John Adams	Cross-Border Finance: Mortgage Docs Without Borders A home lender and technology firm team up to help U.S. citizens buy homes south of the border. With prices in sunny Mexico a fraction of Florida, they might be onto something.
The Motley Fool March 3, 2006 VB Rosendahl	Vacation Homes: Profit Castles? When you consider purchasing additional real estate, think beyond the primary-residential market to the possibilities that vacation homes offer. Smart buyers are heading for hot resort areas and are seeing excellent growth for their investment.
Entrepreneur June 2008 Lee Gimpel	Mexico: A Willing Partner Next Door Location and relative ease of doing business make Mexico a good destination for companies with 'First World know-how.'
The Motley Fool January 16, 2007 Robert Aronen	Buy Mexico Now Many folks refuse to invest in Mexico because they fear crime and corruption will destroy their portfolio. Focus on the negative, and you could miss out on many potential rewards.
BusinessWeek August 16, 2004 Geri Smith	Made In The Maquilas Again A stronger U.S. economy and cheaper peso bring made-for-export factories back to life in Mexico.
BusinessWeek November 20, 2006 Geri Smith	In Mexico, Banco Wal-Mart Wal-Mart may soon get a bank license in Mexico, and that could have a huge impact on financial services.
The Motley Fool March 2, 2007 Zoe Van Schyndel	No Siesta for This ETF This Mexico-centric exchange-traded fund is heating up. But invest in iShares MSCI Mexico Index with caution -- despite its fine performance, the fund has a few glaring weaknesses.
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
BusinessWeek December 22, 2003 Geri Smith	Salinas: "Now Is the Time for Action" The Mexican President who negotiated NAFTA reflects on how the pact has worked and not worked -- and what needs to happen next.
On Wall Street January 1, 2009 Milton Ezrati	With the U.S. in Turmoil, Mexico Doesn't Follow Suit Mexico is less vulnerable to changes in the U.S. economy than it once was, and has proven more resilient than many had expected.
BusinessWeek December 22, 2003 Geri Smith	It May Be Time for a "NAFTA Plus" To reap the pact's true potential, many officials and experts say it needs to be implemented on a broader scale.
Foundation News & Commentary Sep/Oct 2006 Emmett D. Carson	The Black/Brown Divide There is much that foundations can do to improve relations between Mexican and African Americans. By creating a shared dialogue, foundations can assist African and Mexican Americas in finding and acting on their mutual self-interest.