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News & Insights

Stay Up To Date On Everything International Finance, From Key Trends To Market Updates

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Investments

PFICs Explained: A Practical Guide for U.S. Expats

A practical, SEC-compliant guide explaining PFIC rules for U.S. expats, including foreign fund considerations, tax implications, and cross-border planning factors. Slug: /pfic-guide-us-expats

December 16, 2025
2025
12
16
Investments

How U.S. Expats Can Approach Investing While Living Overseas

A practical, SEC-compliant guide for U.S. expats on investing while living abroad, including PFIC considerations, U.S.-domiciled options, and cross-border planning.

December 16, 2025
2025
12
16
Retirement Planning

Roth Conversions for U.S. Expats

A practical, SEC-compliant guide explaining how Roth conversions work for U.S. expats, including tax considerations, residency factors, and planning points in low- or no-tax jurisdictions.

December 16, 2025
2025
12
16
US Estate Tax

U.S. Estate Tax Rules for Non-Residents

A practical, SEC-compliant guide explaining how U.S. estate tax applies to non-resident individuals, including the $60,000 threshold and treatment of U.S.-situs assets.

December 16, 2025
2025
12
16

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Market Updates

Market Update

Synchronised Rate-Hikers Start To Disperse

A generally bullish, risk-on week aided by talk that Europe & UK look set to lower interest rates, meanwhile the US remain somewhat undecided.

May 13, 2024
Market Update

April Worst Month For S&P500, As 2024 Races On

The final week of April resulted in the worst month for the S&P500 & US Treasuries in 6 months, as concerns mounted around inflation and geopolitics.

May 7, 2024
Market Update

Economic Markets See-Saw

Following on from last Saturday’s geopolitics, it's no surprise that markets have gone through a see-saw. With safe haven assets shooting up.

April 22, 2024
Market Update

Q1 2024 Review; Q2 Outlook

Global REITs and Global Agg (Bonds) declined over the Quarter. Commodities, Commodities, helped by the energy component, turned positive.

April 16, 2024
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Talk To An Adviser

You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

Houston - USA (SEC)
+1 (346) 845-0001clientservices@skyboundwealthusa.com

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Skybound Wealth USA
2700 Post Oak Blvd.
21st Floor
Houston, TX 77056

clientservices@skyboundwealthusa.com+1 (346) 845-0001

Copyright © 2021. Skybound Wealth Management USA, LLC. All rights reserved. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157.

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