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 19, 2025
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Case Studies
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Expats

How I Got Back to Israel

Everyone is asking so I will share my experience. Had just finished my annual Camino de Santiago hike in Spain (this year 165 km English Camino and Finisterre) , and was on the plane back from Madrid. An hour before landing we are informed we are being re-routed to Athens. Upon landing everyone opens their…
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…
January 10, 2024
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Expats
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Moving to Israel

What to do when the Israel Ten Year Tax Holiday Ends

WEBINAR DETAILSDate: Tuesday, February 6th, 2024Time: 7 pm Israel, 12 noon eastern The Israeli Income Tax Ordinance provides benefits to new immigrants (Olim) and returning citizens, making Aliyah an attractive option. But what do you do when the 10 Year Tax Holiday ends?Attend our webinar and learn:How the Israel 10 Year Tax Holiday benefits Olim…
March 23, 2022
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Expats

How Nardis Advisors Addresses the Financial Complications Faced by U.S Expats

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…