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Moving Abroad: Your Financial Checklist
Have you decided to move abroad for a new adventure but what should you do financially?
Joshua Madden
Feb 21, 20244 min read
298 views
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The 2023 World Series and the 2024 Markets
Is there actually a difference in stock market performance depending on who wins the World Series?
Joshua Madden
Nov 14, 20234 min read
30 views
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Financial Planning Considerations for US Expats with a Foreign Spouse
“You call it madness, but I call it love.” – Don Byas, Jazz Saxophonist Love is among the top reasons that Americans move abroad, so it’s...
Brian Dunhill
Aug 14, 20235 min read
608 views
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Investing for US Expats - Discretionary Fund Management
“The most important thing is to invest. The second most important thing is to buy well.” - Naved Abdali Financial markets can be...
Brian Dunhill
Aug 7, 20235 min read
189 views
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Investing for US Expats - Concentrated Positions and Diversification
“My theory of risk is that it is better to take a substantial holding of what one believes in than scatter holdings in fields where one...
Brian Dunhill
Jul 31, 20234 min read
48 views
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Investing for US Expats - Dollar-Cost Averaging Explained
“Time in the market beats timing the market.” - Ken Fisher Not even the most seasoned experts can predict stock movements. As a result,...
Brian Dunhill
Jul 24, 20234 min read
50 views
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Investing for Expats - Core and Satellite Strategy
“The individual investor should act consistently as an investor and not as a speculator” - Benjamin Graham As an expat investor, there...
Brian Dunhill
Jul 17, 20234 min read
48 views
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US Taxes for Expats When Running an Overseas Business
"We have what it takes to take what you have." - Suggested IRS Motto Countless Americans living abroad own and run their own business....
Brian Dunhill
Jul 10, 20235 min read
848 views
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DF July 2023 Newsletter
Happy Fourth of July! A joyous occasion marked by vibrant fireworks and indulging in a staggering amount of hot dogs, 150 million of them...
Brian Dunhill
Jul 4, 20235 min read
38 views
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Active, Passive, and Thematic Investing - A Guide for US Expats
“Investing puts money to work. The only reason to save money is to invest it.” - Grant Cardone As an expat investor, there are different...
Brian Dunhill
Jul 3, 20235 min read
149 views
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Investing as a US Expat - How Much Risk Should You Take?
“The biggest risk is not knowing what you are doing,” Peter Bernstein, American financial historian and economist. All investments come...
Brian Dunhill
Jun 26, 20235 min read
44 views
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ESG and Hyper-Personalized Investing For Expats
“Sustainability is no longer about doing less harm. It’s about doing more good.” — Jochen Zeitz, President and CEO of Harley-Davidson....
Brian Dunhill
Jun 19, 20234 min read
34 views
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Natural Hedging - A Risk Reduction Strategy for Expats Investing Abroad
“Successful investing is about managing risk, not avoiding it.” - Benjamin Graham All investments carry an intrinsic risk. Even companies...
Brian Dunhill
Jun 5, 20234 min read
46 views
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Foreign Trust And Gift Reporting for Americans Living Abroad
A person doesn't know how much he has to be thankful for until he has to pay taxes on it.” - Ann Landers Americans with foreign trusts...
Brian Dunhill
May 23, 20235 min read
67 views
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How are US Expats' Foreign Savings and Retirement Accounts Taxed?
“Our tax code is so long it makes War and Peace seem breezy.” - Steven LaTourette One of the most common financial questions expats ask...
Brian Dunhill
May 8, 20234 min read
189 views
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When Should Expats Invest Through a Trust or LLC?
“Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn't as hard as you...
Brian Dunhill
May 1, 20234 min read
81 views
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Can International Tax Treaties Help US Expats Reduce Their Tax Bill?
“Today, it takes more brains and effort to make out the income-tax form than it does to make the income.” - Alfred E. Neuman...
Brian Dunhill
Apr 24, 20235 min read
69 views
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The Power of Compound Interest When Saving For Retirement as an Expat
Compound interest is the eighth wonder of the world.” - Albert Einstein Whether you’re an expat or not, the same fundamental advice...
Brian Dunhill
Jan 23, 20235 min read
37 views
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401k's, IRAs and Roth's, what do they all mean?
If your a US citizen or US expat, the sheer number of retirement and savings options out there can be overwhelming at times.
Kamaljit Somal
Sep 5, 20222 min read
42 views
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How to manage your losses?
One man's trash is another man's treasure as the saying goes.
Joshua Madden
Jul 29, 20222 min read
16 views
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