Are you new to investing and was wondering: what is a custodian bank? Many new investors get lost in the terminology and the way investment accounts are set up. A…

Wondering how to live in France Tax-Free? Are you an American “taxbird” living in France, constantly returning to the US every six months to avAre you an American thinking of…

As tax season rolls around, many American expats are coming face to face with their FATCA obligations, and the infamous FATCA Form 8938. While it is not illegal to maintain…

Are you one of the many American expats living in France with American stock options from a previous employer? If you are looking for US stock options for US expats,…

Are you new to investing and are wondering what is an ETF? The financial world is filled with acronyms and jargon that leave many new investors feeling lost. Exchange-Traded Funds…

Are you asking yourself, are government-backed investments right for me? Investing can be a daunting endeavor, especially for those new to the world of finance. Government-backed investments provide security and…

How do I know if I need a financial advisor? Have you kept your head in the sand regarding your finances and now your investments are begging for help? There’s…

Navigating the move to France can feel like a labyrinth of unfamiliar rules and procedures. A crucial first step is the immigration process, which grants you legal residence, and opens…

Are you an American expat who recently discovered that HSBC Premier is closing your brokerage account? Since the beginning of 2024, many American expat clients are scrambling to find a…

Many American expats come face to face with the same question: what is a “US person”? In the world of international finance and taxation, the term “US person” can be…