Expats

Our Recent Posts

The growing of dark money in SPACs and NTFs and a warning to investors

Preparing your portfolio for a pandemic recovery

Ethical considerations of cryptocurrency

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First week after Brexit leaves thousands of expats in the cold

When we thought there was enough chaos this week something a little less known but also chaotic was the impact of Brexit on many expat...

California’s firestorm and its financial future

The complex fires are devastating California, which so far burned more than 1m acres. It has destroyed my father’s home in Vacaville,...

The emerging risks of ESG investing and our awesome responsibility

American investors, the world’s wealthiest, have an awesome responsibility to promote our values throughout the world by being diligent...

Protecting yourself as an expat against a falling U.S. dollar

Dollar strength is a big deal for expats who rely on income from their portfolio and Social Security benefits, which are based in USD....

Covid-19 resources for small business owners and sole proprietors

There are two Covid-19 related resources for sole proprietors and small businesses that can be applied for now. This comes after the CARE...

Year-end tax tips

This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies...

Gigs for the prospective retiree

If you're facing retirement, the only thing worse than the risk of being bored in retirement is the lack of funds keeping you from doing...

What to look for during Medicare open enrollment

Medicare open enrollment is from October 15 – December 7 and, if you’re 65 and over, now’s the time to see if you should enroll for the...

A financial checklist for relocating to the U.S.

As U.S. companies struggle to find local talent, they continue to import labor from overseas. There are just not enough software...

How to move to Europe

So you're back from vacation and all you can think about is moving to Europe. Well, you're not alone. Roughly 1.6 million Americans live...

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