Tom Zachystal

Tom Zachystal is President of Individual Asset Management, a Registered Investment Advisor specializing in investment management and financial planning for expatriates.

Contact Tom for a free, no-obligation discussion of your financial situation if you are a US citizen living abroad or a foreign national living in the USA.

Articles are for informational purposes only; they are not intended to offer advice or guidance on legal, tax, or investment matters. Such advice can be given only with full understanding of a person’s specific situation.

Coronavirus Update On Investment Markets For Expats

Tom Zachystal is President of Individual Asset Management, a Registered Investment Advisor specializing in investment management and financial planning for expatriates. The Coronavirus pandemic has thrown all predictions out the window and analysts and portfolio managers are focusing on trying

Investment Account Considerations for US Expats

Contact Tom for a free, no-obligation discussion of your financial situation if you are a US citizen living abroad or a foreign national living in the USA. Dealing with financial matters has become increasingly difficult for US citizens living outside

Why Is My US Brokerage Firm Closing My Account?

Contact Tom for a free, no-obligation discussion of your financial situation if you are a US citizen living abroad or a foreign national living in the USA. Many US citizens living abroad have recently been contacted by their US brokerage

Expat Investment Forecast 2013

Contact Tom for a free, no-obligation discussion of your financial situation if you are a US citizen living abroad or a foreign national living in the USA. This time last year I was writing about how the European Sovereign debt

Fiscal Cliff and FATCA – What Do They Mean For US Expat Investors?

To contact Tom for a free, no-obligation discussion of your financial situation please use our US expat investment enquiry form. I have just returned from the town of Ajijic, a half hour out of Guadalajara, Mexico and home to about

Managing US Pension Accounts When No Longer Resident in the US

To contact Tom for a free, no-obligation discussion of your financial situation please use our expat IRA / 401k enquiry form. If you have worked in the United States for any length of time (either as a US citizen or

The Pitfalls of Exotic Expat Investment Strategies

Tom Zachystal (CFA, CFP) is President of Individual Asset Management, a Registered Investment Advisor specializing in investment management and financial planning for expatriates. Click here to send Tom a no-obligation enquiry for financial advice. For the better part of this

Some Expat Income Alternatives for a Low Interest Rate World

Expat Investments in a Low Interest Rate World

by Expat Focus investment partner, Tom Zachystal On August 9th Ben Bernanke, Chairman of the US Federal Reserve, made an unprecedented announcement (although I guess by now we should be used to unprecedented announcements from the Fed). He announced that

How to Avoid Expat Investment Scams

by Tom Zachystal (CFA, CFP), Expat Focus partner and President of Individual Asset Management You have worked hard to build a nest egg and would like to invest your money in order that it work for you to provide for