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…

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…

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 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, 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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

In this article we will look at how to stay financially fit, or how to become more financially fit in 2025. What does being fit mean? One definition is to be able to withstand uncertainties, and…

If your news feeds are like ours, you will have been inundated with the many words of the year in recent weeks. The word of the year is sometimes a word that captures the mood of the…

Are you a US citizen or a US connected person living in Europe? If you are you have probably experienced the hassle of managing your money, from opening a bank account, to planning…

With so much hype around Black Friday (and now also Cyber Monday) sales and increasing criticism of sales that are not real sales, it pays to be cautious at this time of year. Many…

The past couple of years have been extraordinary for the US stock market, and the recovery in developed markets in general has really seemed to take hold in 2024. Some might…