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.

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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?

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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…

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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.

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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…

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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.

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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.

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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.

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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…

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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…

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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.

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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…

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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.

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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…

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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”.

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