The Expat Summer Blueprint

AAS members recently joined Ann Marie Regal, Michael Humphreys, and Daniel Weiss of Avrio Wealth https://avriowealth.com/ for an informative session combining a market update with a practical guide to making the most of time spent in the United States.

On the markets, the Avrio team shared their view that inflation is likely to remain elevated for longer than many expect. Bond yields have climbed to their highest level in nearly a year as inflation concerns and rate-hike expectations have risen. Despite that backdrop, corporate earnings remain a bright spot — roughly 80% of S&P 500 companies have reported earnings above estimates. The US economy is projected to grow 2.1% in 2027, easing from 2.3% in 2026, though the team cautioned that prolonged global conflicts remain a key swing factor for the broader global outlook.

The session then shifted to an "Expat Readiness" roadmap — a practical framework for the matters cross-border families should address while back in the US this summer, so they return abroad legally protected, digitally connected, and financially informed. A central theme was the growing difficulty of accessing US services and accounts from overseas. Avrio encouraged attendees to set up a US cellphone number while at home, which is increasingly essential for logging in to sites like the IRS and Social Security and for setting up ID.me or Login.gov authentication.

The team also recommended using time stateside to review and, where needed, update wills, powers of attorney, and trusts, and to review or acquire life and long-term care insurance policies. Returning home is a rare opportunity to sign documents in person and meet face-to-face with professional advisors.