DF September 2023 Newsletter
Today, on August 30th, 2023, we witness a celestial rarity: a Blue Moon.
top of page
Search
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,...
38 views0 comments
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...
30 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...
34 views0 comments
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...
119 views0 comments
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...
36 views0 comments
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....
25 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
Kamaljit Somal
- May 23, 2023
- 3 min
Debt Ceiling Brinkmanship
When the government approaches or reaches its debt limit, it creates a situation where there is a risk of default.
16 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 15, 2023
- 6 min
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...
78 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
Brian Dunhill
- May 1, 2023
- 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...
71 views0 comments
Joshua Madden
- Apr 6, 2023
- 4 min
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.
590 views0 comments
Brian Dunhill
- Mar 27, 2023
- 5 min
Inflation for US Expats
“Inflation is taxation without legislation.” - Milton Friedman 2022 saw inflation dominate the economic news, with some of the highest...
51 views0 comments
Brian Dunhill
- Mar 20, 2023
- 5 min
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...
851 views0 comments
Brian Dunhill
- Jan 23, 2023
- 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...
35 views0 comments
Isa Kettmann
- Nov 30, 2022
- 1 min
Sustainable Finance Disclosure Regulation (SFDR) - Article 6, 8 and 9 - Future of ESG Funds
With the Sustainable Finance Disclosure Regulation (SFDR) the European Commission has introduced a new system to identify financial products
30 views0 comments
© 2024 Dunhill Financial
Authorized and Regulated in the United States by the SEC as Dunhill Financial, LLC.
bottom of page