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
- 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...
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Brian Dunhill
- Jul 31
- 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...
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Brian Dunhill
- Jul 24
- 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
- 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
- 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....
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Brian Dunhill
- Jul 4
- 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
- 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
- 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
- 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 5
- 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...
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Brian Dunhill
- May 23
- 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...
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Brian Dunhill
- May 8
- 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...
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Brian Dunhill
- May 1
- 4 min
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
- 5 min
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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Brian Dunhill
- Jan 23
- 5 min
The Power of Compound Interest When Saving For Retirement as an Expat
Compound interest is the eighth wonder of the world.” - Albert Einstein Whether you’re an expat or not, the same fundamental advice...
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Kamaljit Somal
- Sep 5, 2022
- 2 min
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, 2022
- 2 min
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, 2022
- 2 min
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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Joshua Madden
- Jun 27, 2022
- 4 min
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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