Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

A long time ago – March 2021 to be exact – we brought a special guest, Glenn Jones of the Bermuda Tourism Authority, onto Gimme Some Truth to discuss an expat topic beginning to pick up steam –  Digital Nomad Visas . As we progress into the third year with COVID still part of our lives, many workers are still working remotely full-time. In some cases, full-time remote work has become the...

Whether it's Reddit , a Facebook group, or any of the other myriad online discussion forums for U.S. expats, whether or not you – a U.S. expat – can contribute to an IRA is typically one of the most discussed topics for Americans living abroad. The simple answer is yes, you can, as long as you have employment income. Outside of that, no one rule prohibits a U.S. expat from contributing to an...

You can’t spell ‘expat’ without tax. In all seriousness, and because of the complexities of being an American outside of the U.S., it can feel like life abroad revolves around taxes. While our team of financial advisors, who specialize in working with U.S. expats, have discussed taxes previously – not to mention the myriad acronyms – there are tax experts who specifically focus on tax consult...

Not only is Walkner Condon Financial Advisors' Syl Michelin, CFA, a native of France, but he also spent several years living in Switzerland and holds a Swiss passport. His wealth of knowledge on investing and financial planning as an American in Switzerland is perhaps exceeded only by the copious cliches about watches and chocolate (though, surprisingly, there was only one such reference in this e...

Are you an American seriously contemplating a move abroad? Or maybe you're closer to the early stages of that process, thinking about the possibilities of living somewhere outside of the U.S.?  Even if you fall into the latter group – and a move might not be imminent in 2022 – this episode seeks to unearth the most favorable destinations for U.S. expats. And while food, culture, and...

After a holiday hiatus, and a lot of time spent on our 2022 Investment & Market Outlook Guide, our team of U.S. expat financial advisors is back with our first installment of Gimme Some Truth for Expats in 2022. Syl Michelin, our resident CFA® (Chartered Financial Analyst), again headlined this year’s guide with his market outlook piece, a comprehensive look at the year that was in 2021 and wh...

We continue our country-specific journey for U.S. expats with another stop in Western Europe – Germany. Though we haven't dedicated a lot of written content previously to Germany – it's one of our New Year's resolutions to change that! – we know from visitors to our website for U.S. expats that it must be right up there among top destinations. Including the U.S., Germany ranks as our third-hi...

While our first three episodes have focused more broadly on the U.S. expat experience and the hangups that typically complicate life for Americans abroad, this installment seeks to hone in on a specific destination – the United Kingdom .  America's long, and somewhat tumultuous relationship with the UK – particularly Great Britain (*ahem* 1776) – makes it a logical place to start ou...

Though this episode originally aired on our main Gimme Some Truth feed prior to the launch of Gimme Some Truth for Expats, the topic of taxes is a vital one when it comes to the U.S. expat experience. That's why we felt it was imperative to include this introduction to U.S. expat taxes as part of the GST for Expats feed. You can read more about the episode below from the original description.&nbsp...

So what's the best brokerage for U.S. expats? If that's not the question we hear most, then it certainly ranks right up there for the most-asked financial question when it comes to being an American abroad and trying to invest. Like any oft-searched, idiosyncratic inquiry, this question has no one right – or wrong – answer. The best version of a succinct response? "It depends." Our team of ex...

In our first episode of Gimme Some Truth for Expats, Keith Poniewaz (Ph. D.), Stan Farmer (CFP®, J.D.) and Syl Michelin (CFA®) bring their first-hand knowledge as expats to the table to set the stage for the podcast, as they outline the key financial complications for Americans outside of the U.S.  Unfortunately, being an American and moving abroad doesn't mean smooth sailing when it comes to...