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Investment outlooks, news, and financial planning strategies curated for our community
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Unexpected Retirement? Moving Abroad Could Be The Answer
In an unexpected retirement, it's critical to manage uncertainty and shift our plans to account for our new situation.
Alan Sell
Dec 21, 20236 min read
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The Surprising Benefits of an Expat Side Hustle
A side hustle can be a beautiful thing. After all, who doesn't love a little extra income? Whether you just want some extra play money,...
Alan Sell
Nov 15, 20237 min read
19 views
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Why A Brokerage Account Might Be The Right Investment for Expats
At Polaris, we're all about healthy financial planning, and often that means saving substantially in retirement accounts like a 401(k) or...
Alan Sell
Oct 4, 20234 min read
19 views
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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...
Alan Sell
Jul 11, 20236 min read
98 views
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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....
Alan Sell
Jun 14, 20238 min read
30 views
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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...
Alan Sell
May 8, 20236 min read
55 views
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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...
Alan Sell
Apr 10, 20236 min read
61 views
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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...
Alan Sell
Mar 27, 20237 min read
68 views
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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...
Alan Sell
Aug 30, 20226 min read
38 views
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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...
Alan Sell
Jul 15, 20225 min read
18 views
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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. ...
Alan Sell
Jul 8, 20226 min read
12 views
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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...
Alan Sell
Jun 30, 20224 min read
24 views
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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...
Alan Sell
Apr 21, 20222 min read
21 views
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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...
Alan Sell
Apr 5, 20222 min read
18 views
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