Moving abroad triggers unexpected financial challenges for Americans. One such hurdle many expats face is the potential closure of their US brokerage accounts, as most US brokers won’t work with non-US residents, while those that will accept expat clients often limit...
Investing
Spain’s Golden Visa for American Investors: Residency Through Investment
Spain has recently been heralded as the best destination in the world for expats. Spain's Golden Visa program, also known as Spain’s investor visa, was initiated in 2013 and is issued to non-EU nationals. If you’re an American investor who is seeking a pathway to...
2023 Q4 Market and Economic Summary and 2024 Outlook for US Expats
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,...
Cross-border Investment Essentials for Americans Living in the EU
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...
Diversification for American Expat Investors Living in Europe
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,...
Managing Investment Risk as an American Living in Spain
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...
Portfolio Management Challenges for Americans in Spain
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...
ESG Investing: A Guide for American Expats Living in Spain
Living as a US expat in Spain presents an opportunity to embrace ESG (Environmental, Social, and Governance) investing. As the world increasingly focuses on sustainability and corporate responsibility, expats can align their investments with their values in a country...
Investment Strategies for American Expats Living in Spain
Living as a US expat in Spain can be a thrilling adventure, but it also comes with unique financial challenges. One of the most important aspects of financial planning for Americans in Spain is investing, and there are several factors to consider when investing as a...