Educational Materials for Expats

Clint teams up with Walkner Condon's Chartered Financial Analyst®, Syl Michelin, and Stan Farmer – a financial advisor for U.S. expats – to discuss the Read More
As we emerge from COVID, there is no shortage of temptations when it comes to spending. But now is a crucial time to reexamine your Read More
Polly Price writes about her background in charitable giving and philanthropy before starting with Walkner Condon, and how that connects to her interest in financial Read More
Yale's David Swensen passed away May 8, leaving behind an impressive legacy in endowment and personal investing, writes our Keith Poniewaz. Read More
The Palace and the Bridge of Westminster in London at sunset - the United Kingdom
Hundreds of thousands of Americans reside in the UK. If you're thinking of becoming one of them, you should keep these five items in mind. Read More
Changing investor preferences and generational differences are among the forces driving the popularity of ESG. Here are seven things you should know about ESG, including Read More
Panoramic shot of the European Central Bank and the Euro sign in front of it
In our first-ever market outlook geared toward U.S. expats, we review 2020 and offers investment outlook for 2021, exploring topics from electric vehicles to the Read More
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


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