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Paulina Braanaas
Feb 73 min read
DF-Direct: Investing Made Easy for U.S. Expats
Investing can feel overwhelming, especially if you're navigating financial decisions across borders. DF-Direct simplifies the process
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Joshua Bulbeck
Jan 304 min read
ISAs for Americans in the UK: A Smart Move or a Tax Trap?
With recent changes to the UK tax regime, shifting your tax liability to the US can be an effective way to reduce your overall tax burden.
27 views
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Brian Dunhill
Dec 17, 20242 min read
Powering the Future: How Investors Can Benefit from the Energy Transformation
The U.S. electricity market is entering a phase of rapid growth, with demand expected to rise by 16% over the next five years.
55 views
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Paulina Braanaas
Dec 11, 20243 min read
Low - Cost Providers to Simplify Your Expat Taxes
Low-Cost Providers to Simplify Your Expat Taxes
154 views
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Brian Dunhill
Nov 26, 20244 min read
Year-End Charitable Giving Strategies to Consider
Charitable planning should be integrated into overall wealth management
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Brian Dunhill
Nov 26, 20243 min read
Protecting Your Financial Information Online
Protect your financial information online with tips on secure passwords, safe browsing, software updates, and avoiding cyber threats.
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Ann Herrero
Nov 18, 20246 min read
End of Year Checklist
The end-of-the-year financial planning checklist is a crucial exercise.
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Brian Dunhill
Nov 15, 20244 min read
A Quarter-Point Rate Cut Days After the Election
Implications for household finances, stock markets and bond markets In a recent decision, the Federal Reserve cut its key interest rate...
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Reuben Woods
Nov 15, 20243 min read
What a Trump Win Could Mean for Social Security
Trump's plan to eliminate Social Security taxes could ease retiree burdens but faces hurdles like bipartisan support and potential funding
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Ann Herrero
Nov 14, 20243 min read
How US Expats Can Benefit From the Higher Capital Gain Rates in The New UK Budget
Most significant to the US expat is the fact that the new budget includes a provision to raise UK capital gains taxes
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Isa Kettmann
Aug 30, 20233 min read
Is Retiring Abroad a Smart Financial Move?
With the rising cost of living, mounting health care expenses, and the relentless creep of inflation, retirement in the U.S. is costly.
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Isa Kettmann
Aug 24, 20233 min read
5 Modifications to Make to Your Finances After Buying a Home
Buying a home is one of the most financially significant events of your life. But even after closing, your financial work isn’t done.
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