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Global investing has its own set of unique challenges including questions about Americans abroad owning non-US domiciled funds.

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 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 …

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In this blog we discuss year end financial planning tips for US citizens living abroad.

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 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 …

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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 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 …

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Short Squeezing

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 …

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