Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

20. The Importance of Sticking to an Investment Plan | From The Trenches with James Boyle
Richard Taylor and James Boyle are in the trenches, giving you the latest reports and their unfiltered takes on what’s going in the world of investing and financial planning.
There’s been a 25% increase in the markets from Oct 2023 to March 2024, followed by a noticeable downturn in April. Most of us know the importance of sticking to investment plans, but how do we create one, and how do we keep a steady hand in volatile times? Rich and James also talk about non-US investments for Brits living in America, and the inevitability of dealing with Passive Foreign Investment Companies (PFICs)…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.