Wealth Fortress Trust
Strangely enough, it seems that QE2 came and went with very little fanfare. Much like the Y2K fear, it seems to have been overblown in the markets with even treasury bonds showing slight gains. The markets have shrugged off bad economic data and with minor glimpses of hope in the housing sector; everyone seems to […]
Homeless and Happy
The past week has been a roller coaster. I failed to produce my weekly newsletter due to some other things that took precedence over hammering out my weekly drivel. Last week the biggest distraction was preparing for the sale of my house and moving. The buyers looked at the house, and 2 days later made […]
EscapeWealth Launch
This week I am going to keep this exceptionally short and sweet. I have been busy working on a new, but related business venture. We have partnered with EscapeArtist to now run their asset protection portal – EscapeWealth. I am very excited about this project as it allows us to partner with the world’s leading […]
Asset Protection for the Restaurateur
There must be a lot of concerned restaurateurs out there over the past couple of weeks. I have been fielding lots of emails and calls over the past few days about how to develop an asset protection plan for restaurant owners. This subject is near and dear to my heart because this was the catalyst […]
Asset Protection for Your IRA and 401K
Over the past year I have written several times about the potential for the US government to nationalize private retirement accounts like IRA’s and 401k’s. If you aren’t including your retirement accounts in your asset protection planning, you are fooling yourself into thinking they are safe. Of course I know you all think, “That […]
Are Your Goals Big Enough?
First of all I want to apologize to my regular readers. I have been writing this weekly newsletter now for a couple of years and last week was the first week I have not produced an article. I was in Montreal for an annual event called G2. G2 is an alumni group of business owners […]
I’m Not Chicken Little
Last night I was working a bit on the computer on a couple of new projects. I found years ago that running multiple monitors dramatically increases my productivity. I keep various tasks on the monitors eliminating the need to switch back and forth. It really is a time saver. On one of the monitors I […]
The Black Crow Event
Happy Cinco de Mayo mi amigos! (Sorry, this was last week’s newsletter). As you are all most likely aware, today is the day to celebrate drinking beer and eating fish tacos…and oh yeah, the Mexicans defeating France in 1862. But never mind that nonsense; let’s have another pitcher of Dos Equis. This is how most […]
Uncle Ben’s Free Gift
While at a social event yesterday with a group of about 40 entrepreneurs, I was bombarded with questions regarding the economy, investing, and ‘geo-arbitrage’. On the topic of ‘geo-arbitrage’, a good friend of mine, Phil, has asked me on several occasions what is the appeal of moving abroad. Over the last 2 years, I spent […]
Offshore Asset Protection Pt 2
In last week’s newsletter titled “Are We Slaves to the State”, I discussed the morality of taxation and a very short window of opportunity to save yourself an enormous amount of money on estate taxes. At the same time you can allow your heirs to opt out of the US tax trap with your estate. […]
