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…

Are you living, or planning to live, in Europe, and wondering when to convert dollars to euros? Are you annoyed with the unfavorable exchange rates and expensive fees? In today’s…

Are you an American expat wondering if IRAs are taxable in France? Many Americans who currently – or are planning – to live in France have previously invested in retirement…

Are you someone who is looking to buy or rent a home in France? If the dream is a home in the French countryside or a Parisian “pied à terre“,…

Have you been asking yourself if I can transfer a 401(k) to France? Many Americans in France face a lot of hurdles when dealing with their American retirement accounts. With…