What does one do when you are no longer a resident in the United States and your US brokerage firm informs you that they can no longer service your account? Nardis Advisors specializes in helping resolve the financial issues faced by US expats. Before we get started discussing our case studies on US expat financial …
How Nardis Advisors Addresses the Financial Complications Faced by U.S Expats Read More »
This expat case study talks about how a tax issue was resolved for two Americans living in the UK. Before we get started, we are financial advisors serving US expats, with a focus on Israel. We’ve written these blogs on expat finance that you may wish to read: Expat investing tips A guide to retiring …
How Nardis Advisors Guides Americans Living in the UK to be Tax Wise Read More »
The financial implications of expat divorce can be far reaching. In this case study, we discuss the steps taken to resolve the financial complexities faced by a divorcing US expat couple in Israel. We’ll talk about what expat divorce is, the challenges faced, and how these issues were resolved. Before we get started, we have …
Many times I am asked about the experience people tend to have living as an expat in Israel. This blog is about my observations and experiences both as a two-time immigrant to Israel, and also in listening to and learning from the experiences of others. Before we get started, I’ve written these blogs about moving …
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 »
As a US citizen living outside the US, one has to take US and local tax and reporting consequences into account when planning your investment strategy, and what type of investment vehicles to focus on. Here are five key points about expat investing that you may want to be aware of. Before we begin, please …
Five key expat investing points you may want to know! Read More »
Retiring in Israel brings with it a host of questions. In this blog we will discuss the major concepts you may need to become familiar with if you are a US expat looking to retire in Israel. But first, make sure you download our checklist of what to know if you are relocating to Israel. https://www.youtube.com/watch?v=-RqHE89TJZc …
Immigrating to Israel is a transition that encompasses many touch points – financial, psychological, cultural, lifestyle, etc. Here are some thoughts for those of you who intend to make Aliyah (immigrate to Israel), or those of you who are Israeli-born US expat citizens who plan to move back to Israel (Toshavim Hozrim). Before we get started, if you …
Immigrating to Israel: expat finance tips & more! Read More »
Here are two recent cases revealing the challenging personal and financial circumstances expats tends to face. These Israel expat case studies may be pertinent for some of your clients – and if so, then please feel free to give us a call. Moving to Israel The person is a recent widow who is a US …
I recently returned to Israel after a three week trip to New York City. This note is meant to assist you in making the return process as smooth as possible. If you are going to be traveling to Israel during COVID-19, here are some things to keep in mind. Before I get into the blog, please …
Being a financial advisor for expats is a challenging, exciting and rewarding profession. Here are five reasons why. Five reasons being an expat financial advisor is great! #1 The opportunity to deal with complex situations It seems like being a financial advisor for expats, every day there is something new. Here are a few examples …
5 things I like about being a financial advisor for expats Read More »
I have been talking to potential and current clients who are in the process of moving to Israel, and most are overwhelmed by the number of things that need to be done. Here is a partial and non-exclusive relocation checklist. Relocation checklist for moving to Israel There are several items to address before moving to …
Here are six important investment tips for US persons moving overseas and changing their domicile to a foreign county. Here at Nardis, much of our focus is on Israel and the UK, but most of the principles listed below are relevant wherever you decide to move to. #1 Watch for double taxation The US taxes …
6 investment tips for US persons moving overseas 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 …
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.
