• April 22, 2025
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    • Articles
    • |
    • Market Insights
    An Open Letter to US Treasury Secretary Scott Bessent
    Dear Scott, I trust this finds you well. You most likely do not remember me, but we met a few times almost 25 years ago in 2001, when you set up your hedge fund after leaving Soros. I was part of the hedge fund research group at AIG Global together with the late (and great)…
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Blog

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
  • April 28, 2025
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    • Articles
    • |
    • Expats
    • |
    • Market Insights
    Trump Tariffs: How will they affect U.S. Expats in Israel?
    With Elton Mwangi If you’ve been reading the news lately, you will most certainly know that the Trump administration’s stance on tariffs has plunged the global economy into a new era of uncertainty. But what may that mean for you as a US expat? Before we get started, we’ve written these blogs about moving to…
  • April 8, 2025
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    • The Dreidel
    The Dreidel – April 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the sixteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about about the current state of the US markets, and places this in a longer-term context. The US stock market has had a…
  • February 28, 2025
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    • The Dreidel
    The Dreidel – March 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the fifteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about all about the repeal of the Windfall Elimination Provision (WEP), and how it that could benefit retirees. Late last year, Congress passed…
  • January 20, 2025
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    • Moving to Israel
    What to Prioritize Financially When Moving to Israel 
    Moving to a new country can be overwhelming, with many items to take care of –  even more so when moving to Israel from the US.  Before we get started, we’ve written these blogs about moving to and living in Israel which you may enjoy. What to do when you get kicked out of your US…
  • January 20, 2025
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    • The Dreidel
    The Dreidel – January 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Happy New Year! Welcome to the fourteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about updates on the annual contribution limits for retirement and savings accounts. Below are the updated limits for 2025 for…
  • December 26, 2024
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    • The Dreidel
    The Dreidel – December 2024 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the thirteenth (Bar Mitzvah) edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about retirement accounts and the associated tax and distribution rules. It’s that time of year again for an update to the…
  • November 4, 2024
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    • Moving to Israel
    The US Presidential Elections – some thoughts going in for expats
    In this blog, we discuss how the results of the US Presidential Election are likely to affect US expats. Before we get started, we’ve written these blogs about moving to and living in Israel which you may enjoy. What to do when you get kicked out of your US brokerage account Can one use a…
  • October 30, 2024
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    • The Dreidel
    The Dreidel – October 2024 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the twelfth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about how to help your US expat clients make Medicare decisions. It is that time of year again, when Americans aged 65 or…
  • September 30, 2024
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    • Moving to Israel
    Dealing with US Retirement Assets for US divorcees who live overseas
    This blog was originally published by Hait Family Law. No two divorces are the same from a financial perspective. When it comes to US persons living overseas, the domicile of the divorcing couple (i.e. likely future ex-couple), leads to extra layers of complexity. We assume for the purposes of this article that the divorcing couple…
  • September 30, 2024
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    • The Dreidel
    The Dreidel – September 2024 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the eleventh edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed talks about portfolio moves you may want to make in the wake of the market run up. Over the last few years there has…
  • August 26, 2024
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    • Moving to Israel
    WEBINAR: 5785 Rosh HaShanah Special: Key Financial Planning Issues for US Olim
    We will take a deeper look at the top financial questions posed to us in past webinars. We will cover the most perplexing US expat questions pertaining to taxation, estate planning, Social Security, Medicare, Aliyah finances and more. 5785 reasons to attend – (here are some key items that came up on previous webinars)  And…
  • August 26, 2024
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    • The Dreidel
    The Dreidel – August 2024 edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the tenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed talks about the impact of rising rates on your clients’ investment portfolios. Over the last few years, the rise in interest rates in the…

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