How does the cost of living in Israel measure up vs. the US?
The issue of comparative cost of living in Israel is highly specific to each of us – and depends on many factors such
Estate Planning for US Citizens Living in Israel – All you need to know in 60 minutes
Date: Tuesday, May 30th Time: 7 pm Israel, 12 noon eastern Moving to Israel from the US brings with it a host of estate
Can one use a US Power of Attorney in Israel, (and vice versa)?
We have been asked this question many times, especially by US citizens living in Israel who have assets in the US: “Can I
What you need to know about transferring money internationally
As financial advisors to US expats in Israel, we often get questions about how to transfer money internationally. Our guidance may apply to
What expats need to know about Brokerage Accounts for non-US residents
People have asked us whether they can keep their US bank accounts and brokerage accounts while living abroad. Getting your accounts closed is
Why US Expats should look before they leap into a Roth 401k
The latest version of the SECURE Act, creatively named “SECURE Act 2.0”, brought with it many retirement changes for Americans, each accompanied by
Compliance with reporting of foreign assets: tips for US expats to avoid stress
The United States takes a dim view on citizens who try to avoid taxes and/or hide assets overseas. These laws were formulated primarily
Buying bonds – is 2023 the time?
It has certainly been a rough year in the market. In fact, the first six months of 2022 was the worst start to
Everything you need about Medicare for expats!
This blog will cover the basics about Medicare for expats. This is useful for expats leaving the US and looking to live abroad.
Social Security for Expats
US Social Security for expats – do you qualify? Americans living outside the United States have asked whether they are eligible to receive
Should Americans abroad own non-US domiciled funds?
Welcome to 2022. We believe this is going to be a year where many different geopolitical, economic, market and health outcomes are possible. That
Year-end financial planning for US citizens living abroad
Here are some things to consider regarding financial planning for year end for US citizens living abroad. 2021 ending on an unsettling note
Bitcoin – no longer a fad
A minor news item that one may have missed is that El Salvador’s new president, Nayib Bukele, announced (by video link to the
Is inflation on the rise?
Alot of you have asked about inflation. And the economists will say there really isn’t inflation because even though the government is printing
What Biden’s infrastructure plan means (or doesn’t mean) for your portfolio
President Biden recently launched his ambitious $2 trillion infrastructure plan. Prior to this announcement, the financial media teemed with suggestions about which companies
Pandemic Recovery Stock Trends
In this article, we will discuss pandemic recovery stock trends. Markets started 2021 off strongly, with a continuation of the Corona-related “work and
Our Current Approach to ETF Investing
Exchange traded funds have become more popular over the years at the expense of mutual funds. Unlike mutual funds that trade once a
The financial news this last week has been dominated by the short squeeze activities in stocks such as GameStop, AMC Entertainment, Bed Bath
Comment on this week’s events in DC
Growing up in South Africa during the apartheid years has made the issue of equality regardless of race, gender or sexual orientation, important
Will the vaccine reverse the pandemic stock market trends in 2021?
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.
Investing in anticipation of the COVID-19 Vaccine
In this blog we will discuss our thoughts on investing in anticipation of the COVID-19 vaccine given the changes in US stock market.
How the 2020 election results and the Biden tax plan may impact US taxpayers
In this blog we will discuss how the US election results and Biden tax plan will possibly US impact taxpayers, including US persons living overseas (the US taxes its citizens on a personal basis regardless of their domicile).