The excitement of embarking on an international adventure is often accompanied by an unexpected financial hurdle. A significant number of US brokerage and investment firms are reluctant to hold accounts for US expats. However, this reluctance isn't on a whim; it stems...
In partnership with Tax Samaritan, IAM is proud to be hosting 3 upcoming informational events for Americans living abroad in different regions of the world. Topics covered will include: 1 - In general, how does an investment strategy differ for expats? 2 - Should...
Thailand, sometimes known as the "Land of Smiles," is a culturally vibrant country offering an array of investment opportunities. However, navigating the financial planning landscape as an American expat requires a detailed understanding of the opportunities and...
Moving abroad is a thrilling and life-changing experience. It presents opportunities for adventure, career advancement, and the chance to immerse yourself in a different culture. However, alongside the upsides, there are particular financial challenges for Americans...
Last updated 2026 In June, and again in August 2021, US brokerage firm Wells Fargo sent letters to many of its clients living outside the USA saying that they need to move their accounts to another brokerage firm by the end of September 2021. The letter stated that...
Last updated 2026 Merrill Lynch has recently been sending letters to many of their US citizen clients living outside the USA saying that their accounts will be closed as of October 1, 2016. The letter typically states the following: We have conducted an extensive...
Last updated 2026 Over the last few years I have written a number of articles on why US brokerage firms are closing accounts for American citizens living outside the USA and how we help those affected address the situation. It seems the severity of this issue is...
Tom Zachystal is President and Chief Investment Officer at International Asset Management, which specializes in financial planning and investment advice for Americans moving or living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, and holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner. Tom has been providing investment advisory services to overseas Americans for over 20 years.
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