September 6, 2023

Direct Indexing as a Viable Investment Planning Tool for Americans Abroad

Author
John McNertney, CFP® GFP (USA)

‍

Some of the relevant issues that were addressed include:​

  • Understanding Direct Indexing
  • Advantages of Direct Indexing
  • How Direct Indexing Can Help You
  • Why Direct Indexing Matters for Americans Abroad
  • Tailoring to Personal Values
  • Risks and Considerations
  • Implementing Direct Indexing
  • And much more!

We hope you enjoy!

More Insights

Navigating Portugal Taxes for Expats: A Comprehensive Guide

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® reviewed the critical tax considerations and financial planning strategies for expats living in Portugal.

Videos
June 5, 2024

Will My US Pension Be Taxed In Portugal

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® will review the key considerations and tax implications for Americans retiring in Portugal with a US pension.

Videos
July 2, 2024

Is Living in Portugal Really Cheaper Than Spain?

Josh from ExpatsEverywhere sits down with John from Green Ocean Global to discuss the financial differences between living in Spain and Portugal to help you decide which is a better place for you.

Videos
May 17, 2024