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International Investing Insights & Strategies

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For more than 40 years, we’ve helped American clients invest internationally. Every week, we release a new insight and/or strategy that will help you understand your options, pros and cons, and how to avoid common pitfalls and mistakes.

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International Diversification: Why Don’t More Americans Invest Overseas?

I’ve often had the impression that most Americans invest as if the rest of the world barely matters. ...
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Will Dual Citizens Lose Their US Passport?

Last week, we had a call with a client looking to get second citizenship in Europe. He raised the recent ...
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IRAs and International Investing: A Key Mistake to Avoid

I’m considering investing in a private company at 10%. The concern is that the company asked me to join its ...
Concept art of an article about the Dangers of Using AI for International Planning: Computer screen displaying AI code (AI Art)

The Dangers of Using AI for International Planning

Someone wrote us a few days ago with an emergency. He’s not a client and not on our email list. ...
Concept art of an article about Uruguay Citizenship by Investment: Montevideo, Uruguay (AI Art)

Does Uruguay Citizenship by Investment Really Exist?

A prospective client asked me about Uruguay’s “Citizenship by Investment” program. The problem? It doesn’t exist. ...
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Forced Heirship And Foreign Real Estate: A Warning

A client came to us recently having spent years building her overseas plan. Key to that was the purchase of ...
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Proven Benefits of Foreign Portfolio Investment

Someone was recently referred to us by an existing client. He didn’t know us very well but was concerned about ...
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Can You Use Your IRA or 401(k) to Get a Golden Visa?

Earlier this year, one of the largest firms in the international migration business published an article suggesting that it’s “technically ...
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How to Spot Offshore Scams

I was talking to a potential client – A US financial advisor – about Swiss investments. He half-joked, “it must ...
Moving Your Self-Directed IRA to Switzerland
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Moving Your Self-Directed IRA to Switzerland

I had a call with a client earlier this month who asked us to structure some foreign real estate for ...
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Foreign Property Investment: 7 Traits of a Smart Overseas Purchase

Owning property abroad is a dream for many — income, lifestyle, dollar diversification, sometimes even residency. But while the brochures ...
Proven Offshore Strategies Against Dollar Decline
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Proven Offshore Strategies Against Dollar Decline

Especially since the beginning of the year, one theme has come up repeatedly in conversations with clients: concern about the ...
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Safest Places to Live in Costa Rica for Americans

"Is it really safe to live in Costa Rica?" a client asked me last week. It’s a fair question. Central ...
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Want to Buy Property in Panama? Here’s the Right Way to Do It

Panama has long drawn foreign interest—for its role as a global trade hub, for its welcoming residency programs, and for ...
The Ins and Outs of Foreign Real Estate Contracts
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The Ins and Outs of Foreign Real Estate Contracts

Buying property abroad can be exciting. But unfortunately, all too often we hear some variation of: “I jumped in a ...
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How to Get Paid to Buy Property in Paradise

If you’ve spent any time looking at foreign real estate, you’ve probably come across headlines like: • “Own a vacation ...
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Residency in Panama: Should it Be Part of Your Plan B?

America's wealthy are voting with their feet. According to one study, inquiries from America's wealthy about residency & citizenship abroad ...
The Panama Property Advantage
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The Panama Property Advantage: A “Plan B” + Tax-Efficient Residency

Over the last decade or so, Panama has become increasingly popular for Americans looking to buy foreign real estate – ...
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How to Retire in Mexico the Right Way

For more than 1.6 million Americans, Mexico is home. And with good reason: the focus of life is less about ...
Concept art of a nice resort on a beach in Mexico (AI Art)
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How to Make Overseas Rental Income FEIE-Eligible (Without Breaking the Rules)

If you live abroad and qualify under IRS guidelines, the Foreign Earned Income Exclusion (FEIE) can allow you to exclude ...
Concept art of an article about Swiss Asset Management for US Investors: Zurich at night (AI Art)

Swiss Asset Management for US Investors: Benefits, Risks, and How to Start

As an American, you can probably feel the world shifting. The percentage of US dollars in reserve currency status is ...
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Buying Property in Italy: A Practical Guide for US Families

In 2025, the movie La Dolce Villa hit Netflix – inspired by Italy’s now-famous “1-euro home” program – documenting an ...
Concept art of an article about How to Move to Costa Rica—A Guide for American Expats: Scenic view of Costa Rica (AI Art)

How to Move to Costa Rica: A Guide for American Expats

With political stability, good healthcare, and a legal system that protects foreign investors, it’s easy to see why more than ...
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How to Finance Foreign Real Estate as an American

Buying real estate overseas can be a smart way to diversify – not just your assets, but your lifestyle and ...
Concept art of an article about Wealth Preservation Strategies in the Face of US Capital Flight: Swiss bank building with classical architecture, symbolizing financial stability (AI Art)

Wealth Preservation Strategies in the Face of US Capital Flight

We’ve spent more than 40 years helping Americans safeguard their wealth. Through market meltdowns, currency crises, and overnight regulation changes ...
Concept art of an article about BRICS De-Dollarization and What It Means for Gold: Vault with stacked gold bars (AI Art)

The BRICS De-Dollarization & What It Means for Gold

The global financial system isn’t collapsing -- but it is splintering. The BRICS nations – Brazil, Russia, India, China, and ...
Concept art of an article about Navigating Foreign Real Estate Regulations for US Expats and Investors: Beachfront real estate in Cabo San Lucas with ocean view (AI Art)

Navigating Foreign Real Estate Regulations for US Expats & Investors

A villa in Portugal. A condo in Panama. Farmland in Uruguay. It sounds simple – buy some property, enjoy the ...
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What Is the Hallmark of a Good Foreign Real Estate Property?

There’s something deeply appealing about the idea of owning property overseas. Maybe it’s the lifestyle. Maybe it’s the income. ...
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Best Places to Live in Italy for Americans

In 2025, Italy became one of the most popular places for wealthy foreign investors – who now own approximately 70% ...
Cap Cana Real Estate: Luxury Living with Investment Benefits

Cap Cana Real Estate: Luxury Living with Investment Benefits

Clients often ask us about foreign real estate options overseas that offer more than just protection from political instability and ...
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