American Expat Finances

19/10/2026

A lot can change in a month!

Great to see our very own Brian Dunhill join Richard Taylor on the Expat Wealth podcast to unpack a busy few weeks in the markets, with half the S&P 500 in bear market territory, a wobbling IPO market, and one of the sharpest bond market moves in years.

Some of the topics they cover:
• What’s behind the spike in US Treasury yields, and why it’s changing how Brian views fixed income
• Roughly $2 trillion a year going to interest alone: is this the US’s “Liz Truss moment” (a nod to the UK’s 2022 bond market meltdown) or a once-in-a-cycle opportunity?
• Earnings growth tracking close to 30% this year, well ahead of January’s 19% forecast, and the risks building beneath the surface as AI companies take on debt
• How Brian is thinking about bond allocations, including his caution on AI-heavy corporate debt and his interest in emerging market bonds and preferreds
Why he believes the dollar is overvalued and due a correction

Plus capital gains, wealth taxes, the US midterms, and the great James Bond debate!

Richard is cautiously optimistic, Brian is simply optimistic, and they both agree it’s time to take a close look at your bonds.

🎧 Listen here: https://link.podtrac.com/5vw2ab9d

Thanks to Richard and the Expat Wealth team for having Brian on.

Views expressed are Brian’s own and for educational purposes only. This is not investment advice.

With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professio...

16/10/2026

Great to see our very own Kam Somal speaking at KraneShares’ China in Focus event at the exquisite Goldsmiths’ Hall in London yesterday.

Kam joined the panel 'Strategic Positioning Amidst Conflict and High-Speed Innovation', sharing his views on China, the global macro environment and AI.

Between sessions, the team also met KOID, a humanoid robot whose dance moves caused much envy among a room of financiers. See video below!

Thank you to for hosting, and to fellow panellists Mark Perchtold, CFA, CA(SA) and Mario Unali and moderator Brendan Ahern for a thought-provoking discussion.

15/10/2026

Social Security is getting its biggest increase in three years. It’s already behind inflation.

The SSA has confirmed a 3.6% cost-of-living adjustment (COLA) for 2027, worth around $75 a month for the average retiree. The same day, September inflation came in at 3.7%.

There is some good news: Medicare Part B premiums are projected to rise less than the COLA this time, so more of the increase should reach retirees’ bank accounts.

But a COLA was never designed to make retirees better off. At best, it helps them stand still, and the index it’s based on doesn’t fully reflect what retirees spend most on, like healthcare and housing. As the Senior Citizens League put it, it offers “a little breathing room” rather than a fix.

For anyone planning retirement income, Social Security is a foundation, not a full plan. How your other income sources keep pace with inflation matters just as much.

How are you factoring inflation into your retirement planning?

https://www.theguardian.com/us-news/2026/oct/14/social-security-increase-cost-of-living

hashtag hashtag hashtag hashtag hashtag

24/09/2026

Dunhill Financial Analyst Kam Somal recently joined the Expat Wealth Podcast to discuss the US debt situation, the strength of the Japanese yen, and the big question: is AI really a bubble?

🎙️ Watch the full conversation:

Brian Dunhill has stepped out for this episode, so Richard Taylor i...

29/05/2026

May 29th is 529 Day, a great reminder to review your education savings goals. For expat parents, saving for college involves unique considerations, from currency fluctuations to international school eligibility. We have put together a comprehensive guide to help you understand your options and build a secure financial foundation for your children's future.

Learn more here:

If you’re an expat with young children, you can't afford to ignore a major expense looming in the future–college education for your kids.

28/05/2026

Are you in Brussels this June? We invite you to join us and the American Club of Brussels at Waterstones on June 4th for a special evening with author Brian Dunhill. We will be discussing the strategies from his book, Borderless Living, and how to build a life of freedom and financial security while living in Belgium. It’s a great opportunity to connect and find a clear roadmap for your future abroad.

Register here: https://dunhillfinancial.typeform.com/to/I2NJvd2o

27/05/2026

As we approach World Environment Day on June 5th, many of our clients are asking how they can align their portfolios with their values. For expats, ESG investing can be complex due to differing regulations between the US and the EU.

At DF-Direct, we are excited to announce that we now offer dedicated ESG portfolios! We specialize in building sustainable portfolios that meet both your ethical standards and your long-term financial goals, ensuring your investments reflect the world you want to see.

26/05/2026

If you are planning to spend your retirement years in Italy, navigating the move requires a clear understanding of how your finances, healthcare, and daily life will change.

Join DF-Direct on June 10th for a deep dive with relocation specialist Federica Grazi as she shares a practical overview of retiring in Italy. We will focus on the essentials: immigration requirements, the tax aspects of moving your wealth, how healthcare works for expats, and key logistics to sort out before arriving.

Register free here

If you are planning to spend your retirement years in Italy, navigating the move requires a clear understanding of how your finances, healthcare, and daily life will change. In this webinar, relocation specialist Federica Grazi joins Dunhill Financial to share a practical overview of what it takes t...

25/05/2026

Honoring the fallen and remembering the brave this Memorial Day. We’re forever grateful for the service and sacrifice of our military heroes.

22/05/2026

The shift from visa-free entry to the mandatory ETA system is now in effect. On June 24th Zoe Jacob joins DF-Direct to provide a roadmap for Americans traveling to or moving to the UK. We will cover the reality of property ownership and the specific visa pathways available for permanent relocation.

Register today:

Join us for a practical session with special guest Zoe Jacob, Partner and Head of UK Immigration at Boodle Hatfield. With over a decade of experience advising individuals and businesses, Zoe heads the firm's specialist immigration team and will discuss the shift from visa-free entry to the mandatory...