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Resources2020-05-13T15:19:33+00:00

Working with a Fiduciary U.S. Expat Financial Advisor

Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client at heart. This is especially true in many international jurisdictions [...]

By |July 6th, 2020|Categories: Blog|Tags: , , |

Non-Profits Can Navigate the COVID-19 Crisis Using the CARES Act

As society remains isolated to combat the spread of COVID-19, this is leaving a crippling economic impact across our economy, creating operational difficulties for many non-profit organizations. In response, the government has passed a massive stimulus package, the CARES Act, to support both individuals and businesses [...]

By |May 20th, 2020|Categories: Blog|Tags: , |

Guide to Financial Planning for Non-U.S. Citizens Living in the United States

Those living, or soon-to-be-living in the United States, on a green card or U.S employment visa, face many financial, tax, and legal issues that average American citizens do not. Unfamiliarity with the U.S. tax and legal environment often leads to poor long-term financial planning decisions and [...]

By |May 7th, 2020|Categories: Blog|Tags: , , |

The COVID-19 Correction: A Roth Conversion Opportunity of a Lifetime?

The Coronavirus-induced sell off in late Q1 2020 rattled investors globally. Markets are now trading at some of the lowest levels of the past three years and many investors are seeing their retirement account balances significantly smaller. Negative headlines surround investors daily, but there may be [...]

By |April 16th, 2020|Categories: Blog|Tags: , |
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Top 10 Financial Planning and Tax Issues for U.S. Expats in the UK

U.S. citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex, but do not have to be overwhelming. You are exclusively invited to a presentation designed to address the unique financial planning and tax issues currently facing American citizens living in the UK. Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. This presentation addresses common issues encountered by American citizens living in the UK and provides an overview of compliant U.S./UK financial planning strategies. * Bonus Topic Impact of U.S. Election/UK Budget on Financial Planning

By |August 26th, 2020|Categories: In the News, Webinars|
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Getting Tipsy: Have We Reached the Tipping Point for TIPS?

 Treasury Inflation Protected Securities (or “TIPS”) provide investors with a useful tool to manage inflation risk and preserve purchasing power. The unique properties of TIPS can make them an attractive investment; however, there are important considerations in determining if they are appropriate for a given investor. This paper examines [...]

By |Categories: Whitepapers|Tags: |
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Quarterly Review – Third Quarter 2018

Here’s a party we can all agree on… U.S. equity markets had a fantastic quarter, with the S&P 500 rising 7.7%, nearly tripling the return of the index’s first-half return of 2.6%! Driven by year-over-year quarterly earnings growth between 20%-25%, the market embraced equities and pushed the index to [...]

By |October 19th, 2018|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – First Quarter 2018

First quarter market gyrations demonstrated the extremes of investor sentiment from the “fear of missing out” tothe “fear of losing.” The former was evidenced in January, with a 5.8% rise in the S&P 500 followed by the latter inFebruary with an intra-month market correction of over 10%. While the February [...]

By |April 16th, 2018|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Fourth Quarter 2017

 Happy New Year! But to be honest, 2017 was pretty great! Nearly every asset class and global market was positive for the year. Looking forward, we don’t think the clock has struck midnight on this market just yet, and that’s not the champagne talking either! Corporate earnings in both [...]

By |January 23rd, 2018|Categories: Quarterly Review|Tags: , , , |
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