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Educational Materials

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The Complicated Mrs. Markle

This week’s blog post has to do with Meghan Markle, but rather how she exemplifies the complications facing Americans who marry non-Americans. In a series of articles in the WSJ, Laura Saunders has traced how the newly minted Princess is complicating the traditional royal planning, especially as she will soon be the mother of a royal heir.

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(Not Quite) Everything You Ever Wanted to Know About Brexit, but Were Afraid to Ask…

Currently, the situation around Brexit is confusing and unclear. If nothing changes, the United Kingdom will suddenly and fully no longer be part of the European Union. This could mean chaos: Europeans working and living in the United Kingdom will no longer have visas or work permits and will likely be there illegally; the same would hold true for citizens of the UK living or working in the EU; the smooth passage of goods through customs to the United Kingdom could be massively delayed causing major shortages of produce and medicine.

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Are You KIDing Me? PRIIPs, KIDs, and New Obstacles for Americans Buying ETFs in the EU

The world of ETF investing became complicated as of January 1st, 2018, when a new reg- ulatory behemoth started affecting the dealings of European-based U.S. investors: that of the European Union’s Packaged Retail Investment and Investment Products (PRIIPs) guideline. These rules have required all investment products (including U.S. ETFs) to produce a Key Information Document or KID for EU-domiciled retail investors. So far no U.S.-based ETFs have produced KIDs.

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