Thun Financial Advisors produces proprietary expat financial research articles that address key topics related to investment management and financial planning for Americans living abroad and also publishes other expat financial research articles for foreigners in the United States. We make this information available free to the public. Please feel free to download and share the research reports presented below.
Contact us with questions and comments you may have on any of the material or if you would like to learn more about our American expat financial advisor services.
Thun Financial Webinars for American Expat Investors – The following is a link to a listing of webinars presented by David Kuenzi and the Thun Financial team. A wide variety of topics affecting Americans living abroad are discussed.
Tax Reform for American Expat Investors Webinar – The latest webinar by Thun Financial Advisors covering implications for Americans abroad of 2017 tax reform.
Thun Financial in Wall Street Journal Expat Column – David Kuenzi is a frequent contributor to the Wall Street Journal’s writing American expat financial research articles for the Journal’s Expat column.
- Ask an Expert: 5 Tips for Expats Investing in IRAs & Roth IRAs
- Hey American Abroad, Do You Really Want to Make that Pension Contribution?
- Ask An Expert: How to Handle the Foreign Pension Limbo
- Ask an Expert: 4 Foreign Currency Investing & Savings Tips for Expats
- Expat in the U.S.? Tips for Avoiding Tax and Investment Stumbles
- Why U.S. Expats Should Never Own Foreign Mutual Funds: Ask an Expert
- Tax Traps & Retirement Planning Opportunities for American Entrepreneurs Abroad
Thun Financial Research Guides
Guide to Investing and Financial Planning for Foreign Nationals in the United States – Designing and implementing an effective long-term wealth management strategy is a complex undertaking for many foreign nationals in the United States. The article discusses investment management and financial planning specifically for the unique needs of foreigners and cross-border families.
Guide to International Estate Planning for Cross Border Families – (Updated for 2018) This article provides an introduction to international estate planning and investment techniques that sophisticated international and cross-border families utilize, and observes some of the pitfalls that arise from applying a domestic estate plan to a cross-border family’s wealth. Some of the broader international estate planning topics and specific points of emphasis within the broader topics are discussed.
Guide to Investing and Financial Planning for Americans Living Abroad – (Updated for 2018) Many Americans find that years spent abroad turn out to be the most financially rewarding of their lives. However, while careers advance and bank accounts grow, expats are often too busy to devote the attention necessary to develop a winning long-term investment plan. The predicament is compounded by the complex tax, logistical and strategic planning considerations faced by Americans living outside the United States. This report identifies key issues that confront expatriate Americans when it comes to investing and managing their finances.
Thun Financial Expat Research Articles