Coronavirus Update On Investment Markets For Expats

Tom Zachystal is President of Individual Asset Management, a Registered Investment Advisor specializing in investment management and financial planning for expatriates. The Coronavirus pandemic has thrown all predictions out the window and analysts and portfolio managers are focusing on trying to understand the economic fallout from what has essentially been a global shutdown of industry […]

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Investment Account Considerations for US Expats

Contact Tom for a free, no-obligation discussion of your financial situation if you are a US citizen living abroad or a foreign national living in the USA. Dealing with financial matters has become increasingly difficult for US citizens living outside the USA over the last few years as a result of what is called FATCA […]

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Why Is My US Brokerage Firm Closing My Account?

Contact Tom for a free, no-obligation discussion of your financial situation if you are a US citizen living abroad or a foreign national living in the USA. Many US citizens living abroad have recently been contacted by their US brokerage firms to inform them that their accounts have either been frozen such that they can […]

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Expat Investment Forecast 2013

Contact Tom for a free, no-obligation discussion of your financial situation if you are a US citizen living abroad or a foreign national living in the USA. This time last year I was writing about how the European Sovereign debt crisis was coming to a head and that we were seeing continuing improvement in the […]

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Fiscal Cliff and FATCA – What Do They Mean For US Expat Investors?

To contact Tom for a free, no-obligation discussion of your financial situation please use our US expat investment enquiry form. I have just returned from the town of Ajijic, a half hour out of Guadalajara, Mexico and home to about 10,000, mostly retired, Americans (as well as a large number of Canadians and even the […]

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Managing US Pension Accounts When No Longer Resident in the US

To contact Tom for a free, no-obligation discussion of your financial situation please use our expat IRA / 401k enquiry form. If you have worked in the United States for any length of time (either as a US citizen or a foreign national) it is likely that you have paid into a US pension account […]

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The Pitfalls of Exotic Expat Investment Strategies

Tom Zachystal (CFA, CFP) is President of Individual Asset Management, a Registered Investment Advisor specializing in investment management and financial planning for expatriates. Click here to send Tom a no-obligation enquiry for financial advice. For the better part of this year investment markets have been largely trendless. There have been many ups and downs but […]

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Some Expat Income Alternatives for a Low Interest Rate World

Tom Zachystal (CFA, CFP) is President of Individual Asset Management, a Registered Investment Advisor specializing in investment management and financial planning for expatriates. Click here to send Tom a no-obligation enquiry for financial advice. In the current low interest rate environment prevalent in many developed market economies it makes little sense to park one’s investment […]

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Expat Investments in a Low Interest Rate World

by Expat Focus investment partner, Tom Zachystal On August 9th Ben Bernanke, Chairman of the US Federal Reserve, made an unprecedented announcement (although I guess by now we should be used to unprecedented announcements from the Fed). He announced that the Fed would keep US target interest rates low for two years. Never before has […]

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How to Avoid Expat Investment Scams

by Tom Zachystal (CFA, CFP), Expat Focus partner and President of Individual Asset Management You have worked hard to build a nest egg and would like to invest your money in order that it work for you to provide for the lifestyle you desire; but while searching for investments or investment advisors you find it […]

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