With equities being flat for the year, (S&P 500 has a 1.78% gain year to date) you may be wondering where the recent volatility is coming from. Unless you are an aggressive investor who only owns stocks, you likely also own bonds and depending what kind, they could be the cause of your concern. Bonds are considered “safe” investments because they are guaranteed by the issuer. Most people own government bonds and the U.S. government has always repaid its debts without issue. W
Americans who move overseas find themselves with limited options for investing their money. The IRS follows you abroad, requiring that you report your worldwide income and offshore assets. No other country, other than Eritrea, taxes you on worldwide income. Brokerage firms Expats who invest in their host country are subjected to the Foreign Account Tax Compliance Act (FATCA) which increases complexity for the taxpayer. The brokerage firm holding your investments is also subje
Finally overcoming the first bout of volatility not seen since 2016, the S&P 500 is up 2% so far this year. This return is thanks to last week’s stellar performance. But what caused this volatility and should we expect more in the near future?
On top of the usual headline news, economic factors appeared to have had the most influence on the recent market turbulence. The Federal Reserve pushed rates higher, thrusting the 10-year Treasury yield to 3%, something not seen since
If you moved abroad, working, and wondering about your options for saving for retirement, then this article is for you. Unlike in the U.S., it can be less obvious as there are the additional tax and investment considerations that make saving for retirement more complicated. Fortunately, with the right advice, it’s possible to save and is strongly encouraged.
Saving by way of funding retirement plans (401k, IRA, Roth, SIMPLE, and SEP) are generally available to expats subjec