Get advice!: There are plenty of reasons to hire a financial advisor in Spain, writes Peter Dougherty
HAVE you thought about hiring a financial advisor, but not done so? You are not alone. Many of us put off the decision. Here are
Game, Set, Match: After years of earning top US and Spanish credentials, I’m helping expats win at cross-border wealth management, writes Peter Dougherty
HAVE you ever sat courtside at a tennis match, swiveling your head back and forth as you watch a shot on one side of the
SLICE OF THE PIE: When it comes to financial planning, there’s no dessert without the main course, writes Peter Dougherty
HELPING people with financial planning is my job. When I’m asked for ‘shortcuts’, ways to bypass the effort but still reap the benefits of financial
Peter Dougherty explains exactly what the term usufructo means and how it works in Spain
By Peter Dougherty of Bissan Wealth Management YOU may have run across an unfamiliar term in Spanish taxes called usufructo. Although usufructo is not as
Top tips on what to look for to find your trusted financial planner in Spain – and avoid getting taken for a ride
By Peter Dougherty FROM time to time, I get asked what it took for me to become accredited as a European Financial Advisor and later
How can expats in Spain put together a personal balance sheet?
By Peter Dougherty NO matter where we live, personal balance sheets answer the important question of where we stand financially. They are a snapshot of
Shining the way! Why Americans in Spain need more than an adviser – they need a financial lighthouse
By Peter Dougherty FOR more than 2,000 years, lighthouses have guided sailors and served as important beacons for navigation and safety. The earliest known lighthouse,
MELT YOUR CREDIT CARD DEBT: Practical strategies to tackle high-interest balances and save money
By Peter Dougherty TODAY’S ‘money’ topic is a practical one: how to pay down credit card debt. That we should pay down our debt seldom
REAL-LIFE MONOPOLY: You too can participate in the property market without committing your life savings
By Peter Dougherty ARE you tempted to buy a home before Spain’s rising property prices make them too expensive to afford? In the game of
Spain’s notorious tax agency will gain sweeping new powers to spy on bank accounts from 2026 – including seeing balances and cash movements
SPAIN’S tax agency will gain broad new powers to monitor all bank accounts nationwide from 2026 – as the government launches an unprecedented crackdown on
What’s your option?: When it comes to retirement plans, Spain keeps it simple
By Peter Dougherty COMPANIES in the US can offer a wide range of retirement plan options that provide tax advantages to themselves and their employees.
Why you should never take investing tips from the front page
By Peter Dougherty HAS anyone ever got good investment advice from the front page of a newspaper or magazine? Probably not. Still, the media churns
A brief introduction to the benefits of factor investing
By Peter Dougherty ‘Factor investing’ is the process of constructing an investment portfolio that contains groups of stocks (or other assets) with certain traits, such
How to Teach Kids Money Management: Top Financial Lessons for Parents in the UK, US and Spain
By Peter Dougherty WHAT large financial risks do you currently face? That your investment portfolio might suffer losses if there’s a sudden stock market downturn?
Stocks, bonds and your mortgage: Why smart expats in Spain need a tailored investment strategy
By Peter Dougherty WE’VE all heard of stocks and bonds, and most of us have a basic understanding of what they are. Stocks represent ownership
Spain’s historic stock exchanges still power the economy – but few know how they work or why they matter
By Peter Dougherty of Bissan Wealth Management MANY people are familiar with the New York Stock Exchange (founded in 1792) or the London Stock Exchange
Social security will provide: Spaniards rely far more on government help than those from the USA and UK
By Peter Dougherty of Bissan Wealth Management IMAGINE if the social security administration of Spain hired a travel agency to offer its ‘retirement experience’ as
Investing and saving in Spain ‘is like walking a tightrope’, says rare foreign financial planner
In a brand new money column, Peter Dougherty explains that, despite being one of just three officially regulated foreign financial planners, investing and saving in
Bissan Wealth Management in Spain has a unique take on financial management
PETER Dougherty isn’t like any other financial planner you’ll meet. That’s not because he has credentials that stand out in a crowd (although his credentials
The investment advisor in Spain who makes house calls
Peter Dougherty of BISSAN Wealth Management is known as ‘the financial planner for Americans in Spain’. Maybe one day he might be called ‘the Doctor
New book in Spanish written by U.S. financial adviser in Spain
If Christopher Columbus had owned a copy of the new book, “La Hoja de Ruta Fiscal y Financiera para los españoles en EE.UU.”, he might
What is behind dire predictions that Spain will suffer an extreme water crisis by 2050?
SPAIN has been lumped in with desert countries in Africa and the Middle East facing a future water crisis by 2050. The World Resources Institute