DF September 2023 Newsletter
Today, on August 30th, 2023, we witness a celestial rarity: a Blue Moon.
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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 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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Kamaljit Somal
- May 23
- 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.
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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 15
- 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...
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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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Joshua Madden
- Apr 6
- 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.
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Brian Dunhill
- Mar 27
- 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...
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Brian Dunhill
- Mar 20
- 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...
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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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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
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