News & Resources
We are dedicated to sharing our knowledge and experience with our clients, both existing and prospective, to promote a wider and more accessible understanding of the value of financial services.
Investing: Why not do it all yourself?
I’m serious. It’s not that hard. So many people in the world of finance and investing try to make it sound really difficult because they want to sound clever. Think of how much you…
Rules to Assess a Finfluencer and to Protect Yourself against Bad Advice
This week we are inspired by an article in The Conversation by an Australian academic in the fields of emerging technologies and Fintech about protecting oneself from bad advice online…
Investment, Returns, and Risk: The Returns you Want and the Returns you Need
Given the volatile times in which we are living, we have spent more time writing and talking about volatility and risk this year. In this article we are going to geek out a bit on the science…
Americans in Europe: How to Stay on Track
Many Americans living in the EU experience the hassle of managing their money, everything from transferring funds across borders, to managing their US pensions, to being…
Financial Education in The Workplace Tailored for Your Expat Staff
The one life skill most people wish they were taught at school is practical financial knowledge, from how to budget, the importance of savings, how taxes work, how to invest and how to…
How to make sure you get the most from your US based assets
Most US-connected people living in the EU have assets back in the States: 401k or other employment pensions, IRAs (traditional or Roth) or investment portfolios that may or may not…
Ongoing Financial Advice Can Reduce Your Stress
Handling finances is a part of life and something that most people do, but that doesn’t mean it isn’t stressful. Many people don’t feel confident making financial decisions, and financial…
It Feels Different This Time, But It Probably Isn’t
Life - and investing - comes with its share of unpleasant realities. One of the most infamous of these is behind the latest reality that is roiling the markets: taxes…
The OTHER Rule of 72 and A Reminder of The Original One
The rule of 72, the established one, is a great tool for calculating the future value of your investments. It is an illustration of the magic of compound interest. As a reminder we will…
Financial literacy: Great lessons for children, and reminders for adults
Financial literacy, knowing how to manage your money, is not something that is intuitive, and it is often not taught formally. Providing this information to your children can help…
A timely reminder not to follow momentum biases with your investments
With markets experiencing a correction demonstrating volatility in response to the US tariff announcements and recent changes, investors will see the value of their holdings go up…
The US tariffs and what it means for your investments
Since the election of President Trump in the US for his second term, tariffs have been on the agenda, presented both as a coercive tool, a threat, and an opportunity, depending on whether…
Be money smart when moving your funds between currencies
Managing your money across currencies can be complex, and costly. There are two areas where this can impact you: In your investment portfolios, and when you are moving funds from…
Asset Allocation When You Have Enough
When we are asked whether it is a good time to invest or to sell, or which assets a person should hold, we typically answer, “it depends”. General information can be useful, but…
It’s time to practice the skills of a disciplined investor
When markets are volatile it is normal to feel anxious, which is why adhering to core financial planning principles are so important. When markets are rallying and going up steadily, there…
Black Swan Capital Market Update March 2025
In an environment where news headlines are having a larger impact on financial markets than normal, and with an air of uncertainty, it is a good time to reflect on what is happening…
All you need to know about Dividends
In this article we are going to explain all you need to know about dividends in investing- what they are, and how you can use them. Let’s start with some jargon busting: What are dividends…
How to invest in an uncertain future
I was listening to a podcast recently where they were discussing the current affairs and the geopolitical- and by extension economic and financial - uncertainty at the start of 2025. It gave rise…
Should I make extra payments on my mortgage?
In this article we are addressing a question we are frequently asked- whether, if you have the means, you should pay down your mortgage faster or not. There are many variables to…
The essential questions to ask a financial adviser in 2025
If you are an expat or international professional living in Europe and are searching for a professional to help you set out a financial plan, manage your money, and advise you where and how to invest to grow your wealth, you should do your research to…
