Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.

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Currency Risk in 2026

Posted by Jerome Perkins | Aug 05, 2026

Currency Risk in 2026: What a Weaker Dollar Means for European Residents with US Assets

If you live in Europe and hold US assets, 2025 gave you a sharp and personal reminder of how much currency markets matter. The US Dollar Index fell nearly 10…

Gérer un 401k en tant que Français

Posted by Jerome Perkins | Dec 10, 2025

Gérer un 401k en tant que Français

Gérer un plan 401k lorsque l’on est Français peut vite devenir complexe. Entre les règles fiscales américaines, les impacts lorsque l’on quitte les États Unis et les options de transfert…

Are Government-Backed Investments Right For Me

Posted by Jerome Perkins | Sep 02, 2024

Are Government-Backed Investments Right For Me?

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…

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