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Investing

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Interactive Brokers – Death & Estate Tax Update

Many people have been nervous of using Interactive Brokers because the company is based in the US. It has clarified estate tax and fund/ETF domicile issues on record in the past few days, so I wanted to pass the info on to you and reassure you.

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Revolut Warning

Revolut is useful. But when I made a list of red flags today, it quickly grew to at least 10 concerns. I don’t think that’s good enough.

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Interactive Brokers removes inactivity fees

Interactive Brokers used to charge $10 per month. As of July those fees are gone, leading to less confusion and fewer reasons to avoid jumping in and getting started. Let’s have a look at the implications.

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New Vanguard stock fund worth a look for expats

On 25 March, Vanguard launched a new set of all-world exchange-traded funds (ETFs) that are highly relevant for any expats or people living in developing countries. One of them could become the only stock fund you need in your portfolio.

Update on brokerage protection limits

Interactive Brokers is by far the cheapest brokerage for people living in developing countries. I use them myself (and I don’t have any further affiliation with them). They are large, well-capitalised and secure. The extra capital protects them against shocks, unlike Robinhood which had to scramble to raise money in January. But what would happen to your money if IB failed?

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Should GameStop & Bitcoin change our investing?

99.99% of the financial news should not change how you invest. Read it out of interest for what’s going on in the world, but don’t let it change your investment approach. Just don’t. It’s a slippery slope that leads to shiny object syndrome, FOMO and market timing, all of which will part you from your money. Let’s have a look at a couple of newsworthy events and see if they merit a reaction.

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Top FAQs about expat saving and investing

There are some questions about expat saving and investing that get asked again and again. Which is understandable – these are the things expats worry about AND can’t find the answers to easily.