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Maximize Tax Savings with Tax Loss Harvesting for American Expats

Maximize Tax Savings with Tax Loss Harvesting for American Expats

by SJB Global | Aug 22, 2025 | Jake Barber, Tax Planning, US Expats, Wealth Management

As an American expat, managing your taxes while living abroad can be complicated, especially when it comes to investment income. But there’s one strategy that can help you reduce your U.S. tax bill: Tax Loss Harvesting. This powerful tax strategy can help you...
U.S. Expats Moving abroad: What You Need to Know (and What Nobody Tells You)

U.S. Expats Moving abroad: What You Need to Know (and What Nobody Tells You)

by SJB Global | Aug 6, 2025 | Expat Financial Planning, SJB Global, US Expats

Moving across the Atlantic feels like a fresh start, but your finances don’t reset when you land. In fact, managing money as a U.S. expat gets more complex, not less. Before you move, or if you’ve already made the jump, here’s what to watch closely. U.S. Accounts Get...
Investment Restrictions for American Expats

Investment Restrictions for American Expats

by SJB Global | Jul 7, 2025 | Expat Financial Planning, Investments, Jake Barber, Regulations, Retirement Planning, Tax Planning, US Expats

If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
Stock Markets Following U.S. Elections

Stock Markets Following U.S. Elections

by SJB Global | Oct 28, 2024 | Alex Gover, Expat Financial Planning, Markets & Economy, North America, US Expats

U.S. elections are pivotal events that shape the political and economic landscape of the country and is some ways the world. Despite the uncertainty that elections bring, historical data shows that markets tend to exhibit growth in the periods leading up to, and...
U.S Connected Persons Abroad

U.S Connected Persons Abroad

by SJB Global | May 24, 2024 | Alex Gover, Europe, Expat Financial Planning, Guides, Investments, North America, Retirement Planning, US Expats

Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
Traditional IRA vs. 401(k)

Traditional IRA vs. 401(k)

by SJB Global | May 24, 2024 | Daniel Lattimer, Expat Financial Planning, North America, Pensions, Retirement Planning, US Expats

Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but understanding the...
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The financial advisers trading under SJB are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) under licence number 3647.

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