Educational Materials for Expats
What are the Limits for My Investing and Spending Accounts?
Everything in one place. We provide all the contribution limits for the main investing accounts – 401k, Roth IRA, HSA, etc. – in 2022.
Three Things To Know About Portugal’s Non-Habitual Residence (NHR) Program
Portugal’s Non-Habitual Residence Program is vital for U.S. expats to understand. Stan Farmer, CFP, discusses what you should know about NHR.
American Moving to Germany – Gimme Some Truth for US Expats Podcast
Learn about the key financial and investing components to keep in mind if you’re an American planning a move to Germany.
3 Reasons to Look at Investing Internationally in 2022￼
US expat financial advisor Keith Poniewaz explores three reasons to consider investing internationally, not just in US investments, in 2022.
Top 5 Destinations for U.S. Expats in 2022
With special attention to finances and investing, Stan Farmer, CFP®, J.D., discusses the best spot for U.S. expats and Americans moving abroad in 2022.
The Year of Impossible Choices: 2022 Market Outlook and 2021 Review
Syl Michelin, Walkner Condon’s resident CFA, covers the last year in the markets and looks ahead to factors shaping the year ahead.
Moving to Spain as an American: Financial Factors to Know
Considering a move to Spain as an American? Keith Poniewaz, Ph.D., covers some important financial factors to be aware of before becoming a U.S. expat in Spain.
2022 Investment and Market Outlook Guide
Featured in this year’s outlook is a market recap and 2022 preview from our CFA®, Syl Michelin, plus looks at sector & factor performance, index funds, several U.S. expat-focused topics, and more.
WEBINAR: Global Markets and Investing Outlook for 2022
Join Walkner Condon Financial Advisors as we welcome Gregg Guerin, a London-based member of the First Trust Global Portfolios team, to examine the Global Market Outlook for 2022.
PODCAST: 2021 Q3 Market Recap
Chartered Financial Analyst Syl Michelin is joined by Stan Farmer and Clint Walkner to discuss the Q3 in the markets.
American Abroad and Accounts Being Closed by Fisher Investments￼
U.S. expats may run into issues with investment companies, such as Fisher Investments, closing their accounts when they move abroad or change their address. Here’s what to know.
PODCAST: 2021 Q2 Market Recap
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 second quarter and look ahead to Q3 of 2021.
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