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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...


Why coffee futures are tanking
You wouldn’t know it by going to a coffee shop but coffee prices are actually freefalling. In the L.A. coffee shop that I frequent, an...


How the SECURE Act impacts your financial plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how...


Investment-only vs. financial planning services - the difference
Depending on your needs, the financial services industry’s got you covered. What may be less obvious is the know with all of what you...
Fewer options left for a recession fight
It’s common to hear that we’re “overdue” for a recession. 11 years after the Great Financial Crisis, we’ve only seen double-digit growth...
Under the Tuscan Sun; How Americans in Europe should invest
Those who live in Europe know all about enjoying the good life. Less is known about the complexity and limitations of investing. If...


Buying land for your next home
If you’re in the market to buy a house, you may have noticed the skyrocketing high prices and the enormous barrier to entry. Buying a...


EU rules block investors from buying ETFs
Rules that went into effect January 1, 2018, set out by the European Commission, “Mifid II,” prevent investors in the European Economic...


Year-end tax tips
As we come to a close on another gyrating year, when it comes to tax tips, this time it’s different. With the launch of the Trump tax...
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