Educational Materials for Expats

Wells Fargo's decision to shut down its international investing segment will impact US Expats and expat-focused financial advisors. Where should you go from here? Read More
Porto, Portugal old town skyline from across the Douro River.
Portugal has been a popular destination for expats for years, something US expats have caught on to recently. Whether you're moving to Portugal, or considering Read More
France remains a popular destination for Americans, both on a temporary and permanent basis. Whether you are making the move for family, professional or lifestyle Read More
Are you a U.S. expat and UBS is requiring you to transfer your accounts to another broker? We dive into what you should know and Read More
pins marking travel itinerary points on map and passport
As part of the 2017 tax reform bill (Tax Cut and Jobs Act of 2017), the United States estate tax exemption amount was raised to Read More
The 3rd quarter provided strong returns for risk assets across the board. In spite of continued investor anxiety about COVID and the upcoming elections, the Read More
Syl Michelin and Stan Farmer have left Thun Financial to join the International Advisor team at Walkner Condon Financial Advisors. Read More
In a letter sent to clients on 6/15/2020, Thun Financial indicated that they are in the process of being sold to Creative Planning, L.L.C. Creative Read More
A crucial part of financial planning for many families is constructing an effective insurance solution to ensure that their long-term goals can be met, even Read More
cares act prescription bottle
The most important item to note for American expats is that being abroad will not disqualify you from eligibility for the Coronavirus Aid, Relief, and Read More
observation tower
Life insurance is one of the most important, but often least understood, tools for financial planning, especially as it relates to estate planning. However, its Read More
two people talking
Keith Poniewaz, our Director of International Advisory Services, was quoted by the American Expat Financial News Journal on the merger between Schwab and TD Ameritrade Read More


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