Educational Materials for Expats

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yield sign upside down
Clint, Nate & Keith talk about the phenomenon of an inverted yield curve: what does it mean, should we worry, and what can we interpret Read More
social security benefits
There are three important financial planning considerations for Americans retiring abroad that can make a huge difference towards retirement. We look at these three important Read More
ss and permanent resident cards
Social Security looms large in the American imagination-- at the individual level it is an important component of many retiree’s income and understanding it is Read More
social security cards
An American who works or will be working abroad should pay special attention to several key changes in their social security. Whether s/he continues to Read More
crown with american and UK flag patterns
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 Read More
Brexit image
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 Read More
taxable investing
Clint Walkner and Keith Poniewaz discuss investing in taxable accounts. They explore the history of investing, which started with the purchase of individual stocks by Read More
ETF investing Cover Photo
The world of ETF investing became complicated as of January 1st, 2018, when a new regulatory behemoth started affecting the dealings of European-based U.S. investors: Read More
kids running in field
Americans abroad who have, over the past several years, seen their accounts closed or their access to mutual funds restricted will be forgiven for thinking: Read More
three estate planning considerations
If an American decides to move abroad, they can bring local estate or inheritance tax laws into play and, consequently, be faced with a new Read More
Blog Post Cover Image
Just as we do for clients who are retiring in the United States, Walkner Condon's international team is committed to helping make that work optional Read More
Banana peel and Gimme Some Truth Logo
On our podcast, Keith and Clint discuss the intricacies of international investing and the potential pitfalls one might face as an expat investor. Investing internationally Read More

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