The issue of comparative cost of living in Israel is highly specific to each of us – and depends on many factors such as earnings power, spending habits and so on. Some of the issues are of perception. It is often quoted that Tel Aviv is one of the most expensive cities in the …
How does the cost of living in Israel measure up vs. the US? Read More »
Date: Tuesday, May 30th Time: 7 pm Israel, 12 noon eastern Moving to Israel from the US brings with it a host of estate planning questions. Do I need a will? Where does the will need to be written? What country must Powers of Attorney be held in? Should I set up a trust? How do I set up a …
Estate Planning for US Citizens Living in Israel – All you need to know in 60 minutes Read More »
We have been asked this question many times, especially by US citizens living in Israel who have assets in the US: “Can I use a US power of attorney in Israel?” Some are getting on in years and want to make sure that family members can look after their affairs, when they are no longer …
Can one use a US Power of Attorney in Israel, (and vice versa)? Read More »
As financial advisors to US expats in Israel, we often get questions about how to transfer money internationally. Our guidance may apply to expats or Americans abroad who have relocated to many different countries. But first, we’ve written these blogs about moving to and living in Israel which you may enjoy. Immigrating to Israel A …
What you need to know about transferring money internationally Read More »
People have asked us whether they can keep their US bank accounts and brokerage accounts while living abroad. Getting your accounts closed is a real risk – so here’s what you need to know about brokerage accounts for non-US residents. Let’s divide our response into two separate parts: US citizens living abroad, and; Non-U.S. citizens …
What expats need to know about Brokerage Accounts for non-US residents Read More »
The latest version of the SECURE Act, creatively named “SECURE Act 2.0”, brought with it many retirement changes for Americans, each accompanied by advantages and disadvantages. What does it mean, though, for Americans abroad? Should US expats be taking advantage of all the provisions the Act has to offer? Here’s why we’re not sure that …
Why US Expats should look before they leap into a Roth 401k Read More »
The United States takes a dim view on citizens who try to avoid taxes and/or hide assets overseas. These laws were formulated primarily to clamp down on criminal activity, for example drug dealers, tax avoiders and terrorists. Nevertheless, ordinary citizens sometime find themselves impacted for non-compliance regarding reporting of foreign assets. Yes, you can be …
Compliance with reporting of foreign assets: tips for US expats to avoid stress Read More »
It has certainly been a rough year in the market. In fact, the first six months of 2022 was the worst start to the year for both stocks and bonds in decades. We believe that when markets fall, good opportunities may avail – this time in the bond market. 2022 Market Review The S&P 500 …
This blog will cover the basics about Medicare for expats. This is useful for expats leaving the US and looking to live abroad. Enrolling in Medicare from abroad can be a challenge, a decision that creates many questions regarding the proper coverage and plan type. How do you know where to start? For the purposes …
US Social Security for expats – do you qualify? Americans living outside the United States have asked whether they are eligible to receive social security benefits. US Social Security for expats is a complex subject, so let us focus on some key general principles to assist you in considering how to maximize your benefits. Before …
Welcome to 2022. We believe this is going to be a year where many different geopolitical, economic, market and health outcomes are possible. That makes it a good time to assess the various risk factors that affect us all, including the question of whether Americans abroad should own funds that are not domiciled in the US. We’ll …
Should Americans abroad own non-US domiciled funds? Read More »
Here are some things to consider regarding financial planning for year end for US citizens living abroad. 2021 ending on an unsettling note As we end 2021, we are beset with many challenges; first and foremost, one’s health and well-being. The new Omicron variant has created much uncertainty. At the time of writing, my impression …
Year-end financial planning for US citizens living abroad Read More »
A minor news item that one may have missed is that El Salvador’s new president, Nayib Bukele, announced (by video link to the 12,000 attendees of Miami’s Bitcoin 2021 conference) that his country would make bitcoin legal tender. The country plans to introduce legislation to make it the first sovereign nation to adopt bitcoin as …
Alot of you have asked about inflation. And the economists will say there really isn’t inflation because even though the government is printing money, the banks are not lending so you don’t have the multiplier effect. But let’s face it there is a recovery and there is supply side inflation – think about some of …
President Biden recently launched his ambitious $2 trillion infrastructure plan. Prior to this announcement, the financial media teemed with suggestions about which companies were poised to benefit from this spending within the infrastructure space. However, on the day of the President announcing the program, the market hardly budged. It appears that the plan was already …
What Biden’s infrastructure plan means (or doesn’t mean) for your portfolio Read More »
In this article, we will discuss pandemic recovery stock trends. Markets started 2021 off strongly, with a continuation of the Corona-related “work and play at home” themes that have dominated since March 2020. Since mid-February however, they have cooled off somewhat and we are seeing a more range-bound environment, albeit with formerly out-of-favor stocks playing …
Exchange traded funds have become more popular over the years at the expense of mutual funds. Unlike mutual funds that trade once a day, exchange traded funds trade like stocks, and are essentially baskets of stocks, bonds, or other assets. They are also more tax efficient than mutual funds, as investors only pay capital gains …
The financial news this last week has been dominated by the short squeeze activities in stocks such as GameStop, AMC Entertainment, Bed Bath & Beyond, and Blackberry. Retail investors are aggressively buying options on these and other stocks which have been shorted in large volume by hedge fund managers. It’s billed as a David versus …
Growing up in South Africa during the apartheid years has made the issue of equality regardless of race, gender or sexual orientation, important to me. The events in DC this week remind me of 1994 South Africa, where Nelson Mandela went on to win the first free one-person one-vote elections. There was fear that white extremists …
In this blog we will discuss how COVID-19 impacted 2020 stock market trends, and the issues surrounding the question of whether the vaccine is likely to reverse pandemic stock market trends in 2021.
Contact us today to find out how we can provide guidance. Ask us anything.
E: nchait@nardisadvisors.com
NARDIS ADVISORS LLC
A registered Investment Advisor
2023 Nardis Advisors. All rights reserved.
Contact us today to find out how we can provide guidance. Ask us anything.
T: +1 (914) 997 0403
E: nchait@nardisadvisors.com
NARDIS ADVISORS LLC
A registered Investment Advisor
2022 Nardis Advisors. All rights reserved.
