Expat Investing & Retirement | Walkner Condon
Walkner Condon Financial Advisors started small, opening its doors in early 2012 with two advisors to serve clients locally in Madison, Wisconsin. But, in 2019, with the addition of Keith Poniewaz, Ph.D., Walkner Condon expanded its boundaries – not just outside of Wisconsin, but outside the U.S. – to serve Americans living around the world. Since then, Walkner Condon's team of U.S. expat financial advisors has grown to include Stan Farmer, Certified Financial Planner™, J.D., and Syl Michelin, Chartered Financial Analyst. Together, Keith, Stan, and Syl have a vast knowledge of the complexities U.S. expats face with investing from abroad. Through our channel, we hope to address the common obstacles we help our clients overcome and the questions and concerns we see on YouTube and other online communities from all sorts of U.S. expats.
🌎 Questions about your situation or want to get in touch? Email us: [email protected]
Объяснение рынков прогнозов: инвестирование или просто азартная игра?
What Causes a Market Bubble? Psychology, FOMO & High Valuations
Investing Outside the U.S.: ADRs, Foreign Exchanges, and Currency Risk
Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management
Investor Insights: Q3 Recap and Q4 Themes to Watch
Portugal NHR Update: Potential Clarity on U.S. Expat Capital Gains (finally!)
Is the S&P 500 Really Diversified? The Hidden Risks Investors Ignore
Crypto and Stablecoins Explained: What Expats Need to Know About the GENIUS Act
Navigating Brokerage Options as an Expat in 2025
Buying Property Abroad: Tax Rules, Risks & Smart Planning for Expats
Top 5 Reasons Americans Consider Moving to Portugal in 2025 | Visas, Taxes & Expat Life
Living in Portugal in 2025: Visa Options, Tax Rules & Expat Insights for Americans
Market Update Q2 2025 | Volatility, Global Markets, and Diversification Insights
The Fall of King Dollar | Currency Diversification and US Dollar Trends (2025)
Moving to France from the USA | 3 Key Tax and Legal Considerations for Americans (2025)
Why US Expats Need a Knowledgeable Advisor | Tax Compliance, Financial Risks & Dual Taxation
Charitable Giving for U.S. Expats: Maximize Tax Benefits & Avoid Pitfalls
Relocating to Europe: Overcoming Challenges & Thriving Abroad
Are Foreign Gifts Taxable in the U.S.? IRC Section 2801 Tax Explained
From Sharpie Notes to Living Abroad: Introducing Tahlia!
Corporate Transparency Act (CTA) Explained: Who Needs to File & What It Means for Businesses
UK Tax Update 2025: Remittance Basis Taxation & Temporary Repatriation Facility (TRF) Explained
Adventures in International Living: Tips, Challenges, and Real-Life Stories
UK Tax Overhaul Explained: Key Changes for U.S. Expats and Investors
Wealth Taxes 101 for U.S. Expats
Tax Considerations When Splitting Your Time Between the U.S. and Other Countries
2025 Estate Tax Changes: Gifting Strategies and Challenges for Expats
What Happens If You Die While Living Abroad
How Much International Exposure Do I Need?
Caution: Implementing Roth Strategies Abroad