Investing

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,...

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 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...

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...

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...

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...