Investments Insights

American citizens living abroad face many complicated investing and compliance issues (such as finding an American expat brokerage firm). Careful attention must be paid to the selection of investments, filing a U.S. expat tax return, dealing with the Foreign Account Tax Compliance Act (FATCA), and understanding country of residence tax rules. Savvy American expat investors […]

Most people view HSAs as a tool for qualified medical expenditures. But sophisticated investors are increasingly using HSAs to maximize tax-advantages investment, retirement, and estate planning goals.

Persistent inflation readings are keeping the Fed firmly in tightening mode through year end and increasing the risk of a deeper slowdown in the U.S. economy.

The July rebound seen in stock prices has been welcome relief as has been the lack of major negative surprises in the second quarter earnings season. Markets now need more consistent signs that inflation is turning down due more to the natural balancing between supply and demand as opposed to a strong recession that destroys demand.

Persistent consumer price inflation drove the Federal Reserve to accelerate the magnitude and cadence of their monetary tightening program. Aggressive rate increases with a strong signal of more to come increases the risk that the U.S. economy will fall into a recession as certain sectors have already begun to slow or stall.