Trump 401k Executive Order: What Expats with U.S. Retirement Accounts Need to Know

The Trump administration has wasted no time shaking up retirement planning. With a swift executive order, the White House is opening the gates for 401(k) investors to access alternative assets such as private equity, real estate, crypto, infrastructure, and more. For many Americans at home, this feels like the democratization of Wall Street’s secret garden. […]
The Top 5 Services Your American Expat Financial Advisor Must Offer

Financial Freedom Across Borders for the American Expat Lifestyle Living the expat life is an adventure of a lifetime, but let’s be honest, managing your finances while soaking up life in a new country can be as perplexing as trying to decipher a foreign language menu without Google Translate. This is where a sharp American […]
Are you an American?

You’d think it’s an easy question…..but it’s not…find out whether you’re “US Connected”
Qualified Electing Funds (QEFs)

Does your investment meet the the QEF requirements and how do you make an election?
401k Rollovers

If you have a 401k, even if you’re based outside the US, then this is what you need to know about getting more control.