Expats, Mutual Funds and ETF's: 3 Key Considerations for Investing Abroad
When Americans think of investing, among the first things to come to mind are mutual funds and ETF's. With countless options from giant...
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Our Insights
Investment outlooks, news, and financial planning strategies curated for the Expat community
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- Jun 14
- 8 min
5 Crucial Steps to Start Investing for Expats
The following is for informational purposes and should not be construed as specific advice or a solicitation to buy or sell any security....
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- May 8
- 6 min
Finding a Financial Advisor for US Expats
As an American expat, life is complex, and managing your finances is no different. From establishing local banking relationships to...
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- Apr 10
- 6 min
The Most Underrated Factor for Investing Success
Some advisors are great with investments. Others? Not so much. There can be several reasons why, but if you dig hard enough, you'll find...
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- Mar 27
- 7 min
7 Signs Your Advisor Doesn't Understand Investments
None of the following should be construed as investment advice or as a recommendation to buy or sell a specific security. Consult a...
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- Aug 30, 2022
- 6 min
What Should We Do With the House? A Guide for Expats and Real Estate
In this article, we'll combine our own thoughts as financial advisors working with expats with real life advice from Ashley Greenwald, a...
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- Jul 15, 2022
- 5 min
Retirement Planning for Expats
Retirement planning is a challenge for anyone. Navigating the ins-and-outs of various account types, taxes, and Social Security can feel...
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- Jul 8, 2022
- 6 min
Saving for College
As a Financial Planner in the Sugar Hill, Buford and Suwanee areas, I talk to parents all the time about funding college for their kids. ...
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- Jun 30, 2022
- 4 min
How to Fund College: A Framework and Timeline
As a Financial Advisor in the Buford, Suwanee, and Sugar Hill Area, I talk with parents all the time about paying for college. There are...
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- Apr 21, 2022
- 2 min
How does the FAFSA affect Financial Aid?
With the average cost of attending college at $35,331 per year according to the Education Data Initiative, the question of how to fund...
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- Apr 5, 2022
- 2 min
Ingredients for Financial Planning Success: Time
Starting Early Matters! The other day, I met with a young couple for the first time. They were just about to have their first baby, and...
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