DF Market Update - October 2024
The market update itself remains positive across the board, with large cap growth leading the pack as a trend continuation. Despite the...
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Kamaljit Somal
Sep 7, 20236 min read
DF September 2023 Newsletter
Today, on August 30th, 2023, we witness a celestial rarity: a Blue Moon.
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Brian Dunhill
Aug 14, 20235 min read
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...
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Brian Dunhill
Aug 7, 20235 min read
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...
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Brian Dunhill
Jul 31, 20234 min read
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...
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Brian Dunhill
Jul 24, 20234 min read
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,...
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Brian Dunhill
Jul 17, 20234 min read
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...
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Brian Dunhill
Jul 10, 20235 min read
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....
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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
Jun 19, 20234 min read
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....
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Brian Dunhill
Jun 5, 20234 min read
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...
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Kamaljit Somal
May 23, 20233 min read
Debt Ceiling Brinkmanship
When the government approaches or reaches its debt limit, it creates a situation where there is a risk of default.
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Brian Dunhill
May 23, 20235 min read
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...
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Brian Dunhill
May 15, 20236 min read
FBAR and FATCA - Foreign Account and Asset Reporting for US Expats
“A person doesn’t know how much he has to be thankful for until he has to pay taxes on it.” - Anonymous Americans living abroad have...
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Brian Dunhill
May 8, 20234 min read
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...
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Brian Dunhill
May 1, 20234 min read
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...
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Brian Dunhill
Apr 24, 20235 min read
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...
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Joshua Madden
Apr 6, 20234 min read
ISAs for American Expats in the UK
The UK government introduced an advantageous savings vehicle in 1999 and has increased the maximum amount that we can save in those.
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