News & Resources
We are dedicated to sharing our knowledge and experience with our clients, both existing and prospective, to promote a wider and more accessible understanding of the value of financial services.
Understanding RISK when it comes to your investments
We are always told that all investments carry risk and that any asset can go down in value as well as up. We know that different people have different attitudes to risk and these will always factor into a personal portfolio, but should it?
The personalities of money management
We are passionate about financial education and avoiding financial jargon. There are core principles we value: access to good information that is clearly explained, and information that is backed up by research. What we don’t like are…
3 ways behavioural science can help with your financial planning
When planning for your financial future, it is important to do so from an informed position. While working with a financial adviser is something everyone should consider, it doesn’t necessarily insulate you completely from how you might react to financial news.
Expats with US-based assets - 3 reasons you need a check-up
A large proportion of our clients here at Extended Investments Limited in Europe are US-connected and most of you in that position have some assets back in the States, in the form of 401k or other employment pensions, IRA (traditional or Roth) or investment portfolios…
What do higher interest rates mean for investors?
One of the largest shifts in the financial world over the last couple of years has been the return of inflation and with it, higher interest rates.
Inflation had been steadily falling since the early 1990s.
5 money lessons that could improve your child’s financial independence
Financial literacy, knowing how to manage your money, is not something that is intuitive, and it is often not taught formally. Providing this information to your children can help them, and you. Here are five helpful lessons that could improve your…
How working with a financial planner can help you as a British expat
Many UK adults are considering an overseas move either for career progression, for life experience, or in a bid to find a potentially better quality of life. According to the Office for National Statistics (ONS), around 90,000 British nationals emigrated…
Protect yourself and your money online
The emergence of online financial influencers has been a growing trend in the last few years. The Covid induced lockdowns and advancement of platforms like TikTok & Instagram have amplified their voices bringing them to a larger, and global audience.
Financial Planning priorities for Americans in The Netherlands and Germany: an exclusive webinar
At Extended Investments Limited, we work with a number of US citizens and American connected people living in Europe. We know that managing your finances can be particularly complicated. As an update for our American clients, and for all Americans living in…
Making money: How much can you afford to lose?
The role of a financial advisor is often misunderstood. We are not the all-seeing oracles, predicting the future of global economics and finding the rare diamonds lurking at the bottom of the murky swamp that is the global investment market.
Want to grow your wealth? Start ignoring media predictions on investments now
If you thumbed through a newspaper in December 1999, you would likely find a story about the impending chaos that would be caused by the Y2K phenomenon. Much of the media reported that Y2K would cause significant financial and economic…
Boring is exciting when it comes to financial planning
We live in the information age. There is no shortage of data, in fact, we have access to more information than we can process. When you spend as much time as we do taking in information on global investment markets and the economy…
The magic of compound interest and how the Rule of 72 can help you see how quickly you can double your money
If you were to invest €50,000, how quickly do you think you could realistically double your money?
If you have savings goals in mind and you want…
Make your bonus work for you
If you are fortunate enough to be receiving a bonus at this time of year, whether that is in cash, company shares or both, it is important to think about how best to use it and apply it to what is most important for you. How you deal with this additional capital can have a…
Understanding the detail behind the headlines about banks
With much news over the last week about the collapse of Silicon Valley Bank and discussion around Credit Suisse, it is important to understand what has happened, and what it means for investors, for your savings and the broader economy.
Navigating investments as a US expat in Europe
For all US citizens living in Europe and for the many accidental Americans – more on this term below – it’s US tax reporting season. This is a good time for you to assess your finances and consider what you can be doing to achieve your objectives…
Investing over time for expats in Europe
Whenever we write about investment markets and the economy- and this has been true for me for 25 years- there is always something happening that has an influential impact on the markets and short term investment returns.
How can AI affect investors in the EU?
Everybody is talking about Artificial intelligence right now, so we decided to take a slightly unusual approach with this week’s article. Our guest columnist is an experience-based, web-connected chatbot that we have asked to write about the potential…
10 important financial expressions to teach your teenage children
Research by pension provider Aviva makes for interesting reading. It reveals that fewer than two-thirds (61%) of British adults aged between 18 and 24 have heard of the term “pension”. Furthermore, just 57% of young adults are familiar with the term “inflation”.
Why it’s even more important for women to have control of their finances
There is a body of research that highlights consistently that women are found to have more concerns about retirement and meeting their income needs than men. Looking at some of the inherent disadvantages, this increased concern is justified.