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Financial Education Video Library – Introduction

August 2, 2021

Welcome to the Swiss American Wealth Advisors Financial Education Video Library! This is a free educational resource designed to help individuals and families with US and Swiss ties understand how to navigate their US/Swiss crossborder financial planning needs. What is US/Swiss crossborder financial planning? If you are an individual or family with US and Swiss financial ties, either because you are Swiss living in or relocating to the USA, American living in or relocating to Switzerland, the owner

Buying a home in Switzerland? Understand these key five issues first

April 7, 2021

Owning your own home can be very rewarding as ownership gives you a sense of security and pride, allows you to customize your home to your liking (of course within limits in Switzerland) and to build equity and benefit from future home price appreciation. But homeownership in Switzerland also carries some risks and comes with potentially unexpected challenges, especially if you are a US citizen or green card holder. The

Do you Have a Foreign Pension? It May be Invested in PFICs

December 15, 2020

In our blog post IRS Tax Relief for U.S. Taxpayers with Certain Foreign Pensions I wrote: Before anyone goes rushing into investing in a Pillar 3 or other individual foreign pensions, though, one final comment about PFICs. Swiss ETFs or mutual funds, and other foreign investment funds that are the typical investment vehicles used in foreign individual retirement accounts, are generally classified as PFICs for US tax purposes. PFICs are

Why Does ESG Investing Matter? One Advisor’s Journey

December 8, 2020

This year, ESG (Environmental, Social and Governance) strategies have outperformed traditional portfolios. This is partially attributed to the outperformance of technology and the underperformance of the commodities sector during the ongoing COVID-19 crisis. Within different business sectors, companies have emerged as ESG leaders for having made strides to better understand the sustainability of their business models. These companies were likely better prepared to cope with the pandemic by incorporating ESG

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The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

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Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez offers tax preparation services under MHTax, this is considered an outside business activities from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez's activities as an investment advisor representative of Dynamic Wealth Advisors. Insurance products are not offered through Dynamic Wealth Advisors. This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See adviserinfo.sec.gov/IAPD by searching under crd #151367.

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