February 10, 2026
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Articles
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Expats

Living in Israel as an American Immigrant

I’m a U.S. citizen and investment advisor who spent 23 years in New York building a business, Nardis Advisors, that’s still proudly headquartered there. But in 2016, I made the move back to Israel for deeply personal and family reasons. This article isn’t about urging you to pack up and move tomorrow. It’s simply a…

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Blog

Keep up with our latest thoughts, updates, tips and case studies on expat finances.

January 29, 2026
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Articles
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Expats

Should You Worry About the Strong Shekel? A Financial Reality Check for Americans Making Aliyah

Money moves emotions, and nothing seems to stir those emotions more than exchange rates. Lately, many of my American clients eyeing a move to Israel, or preparing to transfer funds here, are alarmed by the shekel’s recent rally. A year ago, the dollar hovered around ₪3.60–3.70. Today, it’s near ₪3.09. That’s a 15% appreciation of…
January 5, 2026
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Articles
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Expats

What To Do When You Get Kicked Out of Your US Brokerage Account – 2026 Update

Let’s face it, no one likes being kicked out of the club or the popular group. Whether it was the cool kids’ lunch table or the popular country club, no one is a fan of being excluded. One area where this is happening more frequently in 2026 is for U.S. expats living abroad who are…
December 21, 2025
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Articles
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Expats

The Nardis 2025 Year-End Financial Check List For US Expats

As we close out 2025, it’s time to prepare your finances for the new year. For U.S. expats, whether you’re living in Israel, France, or anywhere else abroad, year-end is an ideal moment to reduce your tax burden, shore up compliance, and position your investments for 2026. But first, if you’re new to life in…
November 7, 2025
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Articles
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Expats

Heading Into 2026: How the Strengthening Shekel Is Reshaping Life for American Olim

The cost of living in Israel has always been a key concern for American Olim. And as we move closer to 2026, many are feeling the effects of a major financial shift, one that could impact your daily spending, retirement planning, and overall financial wellbeing. Unlike the favorable trends of 2023, where the dollar was…
September 17, 2025
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Articles
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Case Studies
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Expats

Treatment of Inherited IRAs: A Guide for U.S. Expats

You’ve just inherited an Individual Retirement Account (IRA) from a loved one in the U.S., and while the asset itself is meaningful, what follows can feel like a maze of tax rules, distribution deadlines, and financial red tape. If you live abroad, the challenge is even greater. Suddenly, U.S. tax laws collide with foreign reporting…
July 31, 2025
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Articles
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Case Studies
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Expats

What Happens When Someone Living Overseas Inherits Money From A Relative Who Lived In The US?

Sometimes, what should bring peace of mind often begins with paperwork, policy gaps, and long-distance uncertainty. I’ve had many clients reach out in a moment of both grief and doubt. They’ve just lost a loved one in the U.S., and along with that emotional weight comes a new question they weren’t prepared for: What do…
June 30, 2025
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Articles
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Expats

Can Americans In Israel Access Their Bank Accounts and Investments?

The answer is yes… until it’s suddenly no. After being unexpectedly rerouted to Athens mid-flight during Israel’s Operation Rising Lion (we wrote a blog and a LinkedIn post about it), I found myself stranded for several days with nothing but a few bags, five kilos of Spanish cheese, and a long to-do list waiting for…
June 12, 2025
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Articles
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Expats

Navigating the Israeli Bankings System for Expats

For many Americans moving to Israel, opening a bank account is one of the first moments of financial culture shock. In the U.S., checking accounts are often free, so long as you maintain a minimum balance. In Israel, however, monthly maintenance fees are standard, and the system includes features that don’t exist back home, like…
April 28, 2025
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Articles
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Expats
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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 22, 2025
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Articles
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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) Bob…
November 2, 2023
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Articles

What’s the outlook for the 2023 bond market?

In this article we are going to discuss our outlook on the 2023 bond market and the key dynamics in play. How does the change in yields to maturity impact the expected returns of bonds in the next 12 months? The yield to maturity is the average annual yield of the bond until it becomes…
November 11, 2022
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Articles

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 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 ReviewThe S&P 500 has fallen…