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Joshua Madden
Feb 21, 20244 min read
Moving Abroad: Your Financial Checklist
Have you decided to move abroad for a new adventure but what should you do financially?
275 views0 comments
Brian Dunhill
Aug 21, 20235 min read
Financial Planning for Expats - Dealing With Debt
"Don't let your mouth write no check that your tail can't cash." - Bo Diddley, blues legend The importance of financial planning for...
95 views0 comments
Brian Dunhill
Jul 4, 20235 min read
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...
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Brian Dunhill
Jul 3, 20235 min read
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...
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Brian Dunhill
Jun 26, 20235 min read
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...
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Brian Dunhill
May 29, 20235 min read
Should Americans Living Abroad Purchase Life Insurance?
“I'm a big crier in general. The right life insurance commercial will take me out for a couple of days.” - Ike Barinholtz Having a life...
221 views0 comments
Brian Dunhill
Mar 13, 20235 min read
US State Tax Filing from Abroad for Expats
"A fine is a tax for doing something wrong. A tax is a fine for doing something right." - Anonymous Expats have to file US federal taxes...
192 views0 comments
Kamaljit Somal
Sep 19, 20224 min read
Understanding the Estate Planning Process
It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death.
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Kamaljit Somal
Sep 5, 20222 min read
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.
41 views0 comments
Joshua Madden
Jul 29, 20222 min read
How to manage your losses?
One man's trash is another man's treasure as the saying goes.
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Brian Dunhill
Jul 22, 20222 min read
What is a "Fiduciary" and why is it important?
Despite the past rumours that the Trump administration would do away with the "Fiduciary Rule" from the US Department of Labor.
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Isa Kettmann
Jul 18, 20223 min read
The Power of Compound Interest
We’re all well aware that we should save money for retirement, but many of us don’t know what to do or how it works.
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Brian Dunhill
Jul 11, 20224 min read
Could the Price of Oil Hit $250 This Summer?
If it does, think of higher inflation, lower economic growth, and global recession.
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Joshua Madden
Jun 29, 20222 min read
Maintaining Your US Credit Score While Abroad
Your US credit score is probably not the first thing you think about as you prepare for a life abroad.
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Isa Kettmann
Jun 24, 20222 min read
Saving for College: A Guide for Expat Parents
If you’re an expat with young children, you can't afford to ignore a major expense looming in the future–college education for your kids.
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Joshua Madden
Jun 9, 20223 min read
How to Start Investing
So you want to be an investor - welcome to the club!
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Isa Kettmann
May 23, 20223 min read
Retirement Strategies for Gen-Y
Retirement appears to be a long way off, and you have decades to prepare.
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Isa Kettmann
May 10, 20222 min read
How to Avoid Making Financial Decisions Based on Emotion?
You've worked hard for years to develop a strong retirement investment portfolio. The stock market then plummets.
56 views0 comments
Isa Kettmann
Apr 22, 20223 min read
How to overcome Market Volatility with a Financial Plan?
The portfolio which you own is probably designed in the best way possible to achieve your financial goals.
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