Nardis Advisors

Nardis Advisors We are a fee-only, fiduciary advisor serving US expats, with a special focus on Israel.

We are a go-to solution for investors who want more
responsiveness, more communication and more accountability... and who may not be getting these important benefits.

Most US expats assume their assets are safe just because they have not heard otherwise. Sometimes that assumption is wro...
06/16/2026

Most US expats assume their assets are safe just because they have not heard otherwise. Sometimes that assumption is wrong.

A new client came to us after her longtime advisor retired. Everything was in order except one thing: she had physical gold bars in storage at Wells Fargo, and had not received an update since 2020. Her old advisor was gone, and Wells Fargo is known for quietly dropping non-US-based clients.

We were concerned the gold had already moved to an unclaimed assets account. Our US team got on the phone, worked through the process with her, and confirmed her ownership. We also lined up a backup precious metals custodian just in case.

This is exactly why having US-based support matters when you are living abroad.

Full story on the blog: https://nardisadvisors.com/case-study-gold-bars/?utm_source=Facebook&utm_medium=social&utm_campaign=goldbars&utm_content=image_graphic

Most people who leave the US have no idea how much retirement money they are leaving behind.A client moved back to Israe...
06/15/2026

Most people who leave the US have no idea how much retirement money they are leaving behind.

A client moved back to Israel and came to us to manage her IRA. We had a hunch her late husband, who had worked in the US for over ten years, had more savings sitting somewhere. Sure enough, after tracking down the right custodian and working through the paperwork, we found it. A sum worth more than twice her own IRA, transferred directly into her account.

If you moved from the US and are not 100% sure everything is accounted for, it's worth a conversation.

Full story on the blog: https://nardisadvisors.com/case-study-discover-retirement-account-deceased-spouse/?utm_source=Facebook&utm_medium=social&utm_campaign=retirementaccountdeceasedspouse&utm_content=image_graphic

U.S. expat? Your Social Security strategy may need a rethink.Claiming rules, spousal benefits, survivor benefits, divorc...
06/10/2026

U.S. expat? Your Social Security strategy may need a rethink.

Claiming rules, spousal benefits, survivor benefits, divorcee benefits, and overseas retirement planning are more complex than most people realize and mistakes are expensive.

Free Nardis Advisors webinar | Norman H. Chait, CFA + Tom Clark (Social Security expert)

🗓️ June 30 | 12:30 PM EST
🎥 Recording sent to all registrants.

Register to join: https://nardisadvisors.com/social-security-for-us-expats-webinar-signup/?utm_source=Facebook&utm_medium=social&utm_campaign=socialsecurity_webinar&utm_content=image_graphic

You spent decades building your retirement savings. The last thing you want is for your family to be locked out of it wh...
06/08/2026

You spent decades building your retirement savings. The last thing you want is for your family to be locked out of it when they need it most.

But that is exactly what can happen if you are a US expat and pass away abroad. Your US assets, IRAs, joint bank accounts, 401ks, all of it can be completely frozen until the IRS issues something called a Tax Transfer Certificate. And that process can take up to two years.

There are ways to plan around this, but most people never think about it until it is too late.

We wrote a blog explaining exactly what a Tax Transfer Certificate is, when you need one, and how to avoid the problem altogether.

Full post here: https://nardisadvisors.com/tax-transfer-certificate/?utm_source=Facebook&utm_medium=social&utm_campaign=taxtransfercertificate&utm_content=quote_graphic

06/04/2026

Should you save in dollars or shekels after making Aliyah?

For young professionals, here’s what makes sense:

• Keep your brokerage account in the U.S. — it’s easier to manage, more flexible, and ideal for long-term growth.
• Build a small shekel reserve for day-to-day life and fun (a few months of expenses).
• When you’re ready to buy a home, that’s when you move money to Israel.

💡 Opening an Israeli investment account early on? Usually unnecessary — that’s better for retirees who need income in shekels.

Rule of thumb: Keep most of your investments in the U.S., save a bit locally for flexibility.

Questions about balancing your savings across borders? Send us a message or leave a comment below.

05/28/2026

Do U.Do U.S. citizens in Israel have to move all their assets out of the U.S.?

No, and this misconception causes unnecessary stress.

In this short Mythbuster, we break down how U.S. accounts and Israeli tax rules actually work, and where people tend to get confused.

If this question applies to you, feel free to reach out.

05/21/2026

Do you have to move your U.S. investments just because you moved abroad?

The short answer is no.

This isn’t a legal requirement, it’s a custodian issue. Some firms don’t work with clients living overseas, but others do. Many Americans living abroad can keep their brokerage and retirement accounts in the U.S., especially in the early years after moving.

If this question applies to you, feel free to reach out.

Address

2 Overhill Road
Scarsdale, NY
10583

Telephone

+19149970403

Website

, https://

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