As we reflect on the final quarter of 2023, it's evident that the period was marked by a complex interplay of factors influencing both the US stock market and the broader economy. This summary provides an overview of the key trends, market movements, policy decisions,...
Estate planning is an important aspect of financial planning that many expats overlook. It's important for expats in particular as expats often have assets in both the US and in their country of residence in Europe and so are often liable to estate or inheritance...
Financial planning empowers individuals and families to save money, make informed saving and investment decisions, and achieve their financial goals. As an American living in Europe, financial planning advice is all but essential, as you navigate the impact of two tax...
While living as an American expat in the EU is an amazing experience, it can be challenging financially, including managing your investments. In this article, we look at some essential considerations when managing a cross-border investment portfolio for Americans...
The allure of living abroad is increasingly tempting for many Americans, and Spain, with its rich culture, vibrant cities and visa options, is among the most popular choices for expats. Whether you’re moving to Spain for love, adventure, to work remotely, a career...
Diversification when investing is arguably more important as a risk management strategy for Americans living in Europe than if you live in the States. This is because there are additional factors to consider as an expat investor, including which country to invest in,...
All investments come with a certain degree of risk, and for Americans living in Spain, there’s the added challenge of navigating both US and Spanish investment rules and tax codes as well as Dollar/Euro exchange rates. By understanding both your comfort level with...
Come and meet us in person at a series of live events for Americans living in Spain and Portugal this fall: Barcelona, Friday October 27th at 6pm - Taxes, Investing and Banking for Americans in Barcelona at Banc Sabadell's Welcome Hub - details Madrid, Monday October...
Some aspects of portfolio management are the same wherever you live, however Americans living in Spain encounter particular portfolio management challenges stemming from the crossover of two sets of financial regulations, tax laws, currencies and investment...
If you’re an American living in Europe, you may have heard of FATCA (the Foreign Account Tax Compliance Act), however many American expats who have savings and investments abroad aren’t aware that they have a responsibility to file Form 8938. Mired by controversy due...
Shane Clark is President of EuroAmerican Financial Advisors and holds the European Financial Planner (EFP) designation, specializing in financial planning and investment advice for Americans moving to or living in Europe. Shane has over 10 years of cross-border financial advisory experience, has been an expat for 15 years, and holds an MSc in Financial Economics and an MPhil in Economics from the University of Strathclyde.
Find Shane on LinkedIn