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Why Putting All Your Eggs in One Basket is a Risk You Cannot Afford
Placing all your money into a single stock, industry, or even country’s economy exposes you to unnecessary risk
Paulina Braanaas
2 days ago4 min read
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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
Paulina Braanaas
Feb 73 min read
52 views
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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.
Joshua Bulbeck
Jan 304 min read
35 views
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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.
Brian Dunhill
Dec 17, 20242 min read
58 views
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Low - Cost Providers to Simplify Your Expat Taxes
Low-Cost Providers to Simplify Your Expat Taxes
Paulina Braanaas
Dec 11, 20243 min read
158 views
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Year-End Charitable Giving Strategies to Consider
Charitable planning should be integrated into overall wealth management
Brian Dunhill
Nov 26, 20244 min read
28 views
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Protecting Your Financial Information Online
Protect your financial information online with tips on secure passwords, safe browsing, software updates, and avoiding cyber threats.
Brian Dunhill
Nov 26, 20243 min read
41 views
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End of Year Checklist
The end-of-the-year financial planning checklist is a crucial exercise.
Ann Herrero
Nov 18, 20246 min read
85 views
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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...
Brian Dunhill
Nov 15, 20244 min read
25 views
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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
Reuben Woods
Nov 15, 20243 min read
63 views
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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
Ann Herrero
Nov 14, 20243 min read
8 views
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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.
Isa Kettmann
Aug 30, 20233 min read
53 views
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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.
Isa Kettmann
Aug 24, 20233 min read
24 views
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