Should I Have a Trust if I Am Resident in Belgium?
When you were in the US, it was commonplace to have a trust in order to avoid probate. But how does this change after you have made the...
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Joshua Madden
- Feb 21
- 4 min
Moving Abroad: Your Financial Checklist
Have you decided to move abroad for a new adventure but what should you do financially?
216 views0 comments
Joshua Madden
- Jan 2
- 5 min
The Pros and Cons of Charitable Giving Strategies
Once you have provided for your own personal expenses and retirement, it may be time to consider how your money could benefit others....
52 views0 comments
Joshua Madden
- Jan 2
- 3 min
5 Modifications to Make to Your Finances After Buying A Home
Buying a home is one of the most financially significant events of your life. But even after closing, your financial work isn’t done....
65 views0 comments
Brian Dunhill
- Aug 21, 2023
- 5 min
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...
81 views0 comments
Brian Dunhill
- Aug 14, 2023
- 5 min
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...
446 views0 comments
Brian Dunhill
- Aug 7, 2023
- 5 min
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...
139 views0 comments
Brian Dunhill
- Jul 31, 2023
- 4 min
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...
35 views0 comments
Brian Dunhill
- Jul 24, 2023
- 4 min
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, 2023
- 4 min
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, 2023
- 5 min
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....
431 views0 comments
Brian Dunhill
- Jul 4, 2023
- 5 min
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, 2023
- 5 min
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, 2023
- 5 min
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, 2023
- 4 min
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 12, 2023
- 6 min
The Streamlined Procedure and Other IRS Amnesty Programs for US Expats
“You don’t pay taxes - they take taxes.” - Chris Rock As an American expat, it’s important to file your federal return every year to...
91 views0 comments
Brian Dunhill
- Jun 5, 2023
- 4 min
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...
33 views0 comments
Brian Dunhill
- May 29, 2023
- 5 min
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...
133 views0 comments
Brian Dunhill
- May 23, 2023
- 5 min
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...
57 views0 comments
Brian Dunhill
- May 8, 2023
- 4 min
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...
111 views0 comments
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