Below is a sitemap of all of the wp-content available for investors on the Thun Financial website provided for your convenience. If you are looking for something specific feel free to request a meeting.
Information about Thun Financial Advisor’s Services
- Welcome to Thun Financial
- Thun In the Press
- Thun Research
- Americans Abroad
- Services
- Planning
- Investing
- About Thun Financial
- Request A Meeting
- Important Disclosure Information
- Privacy Policy
- California Privacy Notice
- Cookie Policy
- Business Continuity Statement
- GDPR Privacy Policy Notice
- Form ADV Part 2A
- CRS – Customer Relationship Summary
Research Articles for Americans Abroad
- 2010 FATCA Legislation Changes the Playing Field for Americans Abroad
- 2013 U.S. Tax Changes and Investment Strategy for Americans Abroad
- 2013 Year End Investment and Tax Planning: ObamaCare Edition Webinar for Americans Abroad
- A Primer on Investing and Financial Planning for Americans Living Abroad
- American Expat College Savings and 529 Plans
- American Expat Investing and Tax Webinars
- FATCA (Foreign Account Tax Compliance Act): What American Investors Need to Know Now
- Americans in the UK Need to Avoid this Catch-22 Investment Trap
- Choosing an Investment Advisor or Doing it Yourself
- Currency Management and Global Investing
- Currency Risk Management and Investment Portfolio Planning for American Expats Webinar
- Expat Portfolio Management
- FATCA (Foreign Account Tax Compliance Act): What American Investors Need to Know Now
- Where Should Americans Abroad Bank and Invest
- Why Americans Should Never, Ever Own Shares in a Non-US Incorporated Mutual Fund
- Why State Taxes Make Roth Conversion a Huge Opportunity for Americans Abroad
- IRAs, Roth IRAs and the Conversion Decision for Americans Living Abroad
- Managing Currency Risk: As an American Abroad, In What Currency Should I Save and Invest?
- Multi-Nationality Families
- Retirement Planning for Americans Abroad
- Tracking the Benefit of Diversification through the Lost Decade of 2000-2009
Webinars for Americans Abroad
- FATCA Information Webinar
- Webinar on 2013 Year-End Investment and Tax Planning For American Expats
- Webinar: Avoiding the US/UK PFIC Reporting Fund Trap
- Implication of ObamaCare for American Expats Webinar
Thun Financial is a Registered Investment Advisor regulated in the United States. We are “fee-only” which means we accept no commissions or fees for the sale of any investment products. We never charge commissions, take incentive payments from fund companies or sell “products.” This transparent structure helps ensure that our advice is objective and that our only incentive is to advance the client’s interest.
Thun Financial delivers all of its services with special attention to the unique legal, tax and personal issues confronting Americans abroad. Matters we commonly advise on include currency exposure management, tax and planning implications of non-US citizen spouses, investing in foreign mutual funds, and self-employment tax and investment issues, to name just a few.