Moving Abroad: Your Financial Checklist
Have you decided to move abroad for a new adventure but what should you do financially?
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Brian Dunhill
Nov 8, 20235 min read
DF November 2023 Newsletter
This past weekend, we went into daylight savings time, often credited to our beloved founding father Benjamin Franklin.
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Kamaljit Somal
Oct 4, 20237 min read
DF October 2023 Newsletter
The conventional real estate market has been facing a series of adversities, including elevated property prices, escalating interest rates.
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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
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 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 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
Mar 20, 20235 min read
Moving Back to the USA - A Guide for Expats
If you decide to move back to the US after living abroad, you may have bank accounts, investments, and pensions registered abroad as well...
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Brian Dunhill
Feb 20, 20233 min read
High Cost of Eggs a Harbinger of a Recession?
No, there are more important economic indicators and factors to consider. Eggs are a staple food item in households around the world,...
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Kamaljit Somal
Sep 12, 20223 min read
Environmental, Social and Governance (ESG): Aligning Investment Choices with Social Causes
We all have social causes that we care about. But there can sometimes be divergence in the causes we care about and our investment decisions
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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.
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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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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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Brian Dunhill
Jul 11, 20223 min read
How much risk should you take?
Risk is an integral part of investing.
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Isa Kettmann
Jul 7, 20222 min read
Socially Responsible Investing: The Basics
More and more, people want to invest while making a difference.
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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, 20224 min read
Dollar-Cost Averaging in times of uncertainty
Smart investors don’t try to time the market for long-term success.
Investors have been whipsawed during late February and early March.
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