After relocating to Spain, Sarah updated her address. Weeks later, her US broker emailed: her account would be restricted, then closed in 60 days. Unable to trade, she rushed to transfer assets. Compliance cited “non-resident policy changes.” She hadn’t expected...
The past year has demonstrated how resilient global markets can be when structural forces counter short-term economic concerns. In the United States, growth remained steady despite tighter immigration, trade policy uncertainty, and a continued cost-of-living squeeze...
In an increasingly digital world, cybersecurity and fraud prevention have become essential pillars of financial stability, especially for expats with cross-border financial concerns. What once were easily spotted email scams have evolved into highly personalized,...
For high net worth Americans, relocating to Europe involves far more than choosing the right city or buying a home. It’s a complex process that demands detailed planning around taxes, investments, legal compliance, residency, and lifestyle adjustments. Europe’s allure...
Spain’s Golden Visa program ended in April 2025, closing one of the most popular paths to EU residency (and citizenship) through investment for Americans moving to Europe. The Spanish government believed that the program had distorted the housing market. However,...
At the beginning of the month, President Trump announced tariffs on countries around the world, including a 20% tariff on imports from the EU. The impact of these tariffs has led to market volatility, as countries affected consider their responses and markets grapple...
Americans considering investing in Euros should weigh the potential benefits of exposure to Europe's diverse markets against risks including currency fluctuations, growth potential, and regulatory and tax regime differences. Understanding the intricacies of investing...
US markets are the largest and most dynamic in the world, offering a wealth of opportunities for investors. If you're a European investor looking to invest in the US, you're in the right place. Whether you're interested in stocks, ETFs, mutual funds, or real estate,...
Since 2018, all EU residents, including US expats living within the EU, must adhere to new EU-wide regulations known as PRIIPs under MiFID II. These rules aim to enhance the transparency of financial products and protect EU resident investors. In this article, we...
In recent years, partially thanks to great visa and tax break programs, Portugal has become a leading destination in Europe for US citizens seeking to move abroad. By 2022, nearly 10,000 Americans were residing in the country, representing a 239% increase since 2017,...
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