Educational Materials for Expats

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
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


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