category

Investing

The AI Economy and the American Expat: Investing Through a Global Transition

In this webinar, John McNertney, CFP® GFP Fellow, Managing Partner, and Ryan Ahrens, CBDA®, CIO/Partner of Green Ocean Global Advisors, LLC provide insights into current events, including the impact of AI and European fiscal policy.

John McNertney CFP® GFP Fellow
May 26

Wealth Preservation Strategies for American Expats in Portugal

Learn wealth preservation strategies for American expats in Portugal. Framework for sovereign risk diversification across US, Portugal, and neutral jurisdictions.

John McNertney CFP® GFP Fellow
Mar 31

Wealth in a Weakening Currency World: A Guide for International Investors

In this webinar, John explored the structural trends behind declining purchasing power, the investment themes that benefit, and the unique considerations for expatriates managing assets and expenses across currencies.

John McNertney CFP® GFP Fellow
Nov 25

Don’t mess it up! Top 10 Investment and Tax Mistakes made by New Expats

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) went over 'Don’t mess it up! Top 10 Investment and Tax Mistakes made by New Expats’.

John McNertney CFP® GFP Fellow
Jan 23

Direct Indexing as a Viable Investment Planning Tool for Americans Abroad

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) uncovered what direct indexing is and how it can help you.

John McNertney CFP® GFP Fellow
Sep 6