Financial Advisor: Gregory Day

06/04/2026

International diversification can reduce portfolio concentration and broaden the drivers of return. This article breaks down correlations, emerging markets, currency risk, and the tax details U.S. investors often miss.

Read the full blog here: https://gregoryday.com/post/international-diversification-global-investment-strategies-risk

06/02/2026

Thinking about buying property in Portugal as a U.S. expat?

This guide breaks down location choices, Golden Visa realities, NHR and IFICI considerations, and key U.S. reporting obligations.

Read the full article at the link for a clearer planning checklist. https://gregoryday.com/post/real-estate-investment-strategies-american-expats-portugal-tax

05/26/2026

Navigate dual taxation and regulatory barriers as a US expat in Europe. In my latest blog, I explore investment account strategies that maximize returns while staying compliant.

Read the full blog here: https://gregoryday.com/post/investment-account-options-american-expats-living-europe

05/21/2026

Creative professionals face unique challenges when managing irregular income and planning for financial stability.

As a professional dancer for over 30 years, turned Certified Financial Planner®, I've lived both sides of this challenge. I understand the anxiety of not knowing when your next payment arrives and the relief of finally cracking the code to financial stability despite unpredictable earnings.

In my latest blog, I discuss developing strategies for budgeting, emergency savings, and investments to reduce financial stress and build wealth.

Read the full blog here: https://gregoryday.com/post/financial-planning-creative-professionals-artists-building-wealth-irregular-income

05/19/2026

Master portfolio management through strategic rebalancing. My latest article explains when and how to adjust your investments for long-term success and stability.

Read the full blog here: https://gregoryday.com/post/portfolio-management-rebalance-your-investments

05/14/2026

Living abroad comes with financial uncertainty, making emergency funds essential. In my latest blog, I explore how expats can protect their savings with smart planning.

Read it here: https://gregoryday.com/post/building-emergency-funds-living-abroad-best-practices-expats

05/12/2026

Bond ladder and bond funds offer different advantages for investors in shifting interest rate environments.

A bond ladder provides predictable cash flow, while bond funds offer liquidity and diversification benefits. In my latest blog, I explore strategies that can strengthen portfolios in today’s environment.

Read the full blog here: https://gregoryday.com/post/bond-ladder-bond-funds-fixed-income-strategies-decreasing-rates

05/07/2026

Living in France as an American expat? You're sitting on a real estate advantage most investors can only dream of.

But here's what they don't tell you: proximity means nothing without the right investment strategies to navigate dual taxation, secure non-resident financing, and time your market entry.

One wrong move costs you thousands. One smart strategy builds generational wealth.

Learn the investment strategies that turn your expat status into your biggest financial asset. Read the full blog here: https://gregoryday.com/post/real-estate-investment-strategies-american-expats-france

05/05/2026

Catch-up contributions allow individuals over 50 to strengthen retirement savings and close potential gaps.

Taking intentional steps with catch-up contributions can create lasting retirement security and provide peace of mind. In my latest blog, I explore how thoughtful planning today can support your long-term financial goals.

Read the full blog here: https://gregoryday.com/post/catch-up-contributions-after-50-supercharge-retirement-savings

04/16/2025

I'm happy to share that I have started a new position as Senior Vice President/Investment Advisor at Balboa Wealth Partners, Inc!

Send a message to learn more