We explore how a smart strategy can win around a downturn The situation. Sarah Dupont (52)*, a marketing executive in France has a €500,000 portfolio (60% global equities / 40% Eurozone bonds), which is experiencing a 5% loss in the current market. Problems...
Why moving your money could protect your future income The latest. On 25 March 2025, President Macron proposed a radical idea: using private savings to support national defence spending through new state-backed investment vehicles. While the details remain...
Q: Why is it so difficult for US Persons to access financial services in France or Europe? A: This is due to strict US regulations. A US Person includes citizens (even dual nationals), green card holders and residents. Even if living in France, a US person is...
Use Borrowed Capital to Grow Your Property Portfolio Over Time The lowdown. SCPI credit leveraging is a strategic way to invest in French real estate through Société Civile de Placement Immobilier (SCPI) using a mortgage or personal loan to fund the...
How You Can Avoid Losing Control of Your Life Insurance The situation. Suzanne*, a retired French resident with no children, took out an assurance vie policy for her housekeeper, a financial reward she felt would honour her years of dedicated service....
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