Asset Protection – Private Family Office
Last week I discussed an investment conference in Zurich that I attended a few weeks back. I came back armed with lots of new ideas and connections for those of us interested in the capital markets. I don’t normally pontificate on money management, but after that conference in Zurich, my mind was full and I had no choice but […]
Norwegian Capitalists
A few weeks ago I was in Oslo, Norway and spent some time with some local friends. These guys are not your typical Norwegian socialists (sorry if that offends anyone). They are very much of the free market mindset. These are entrepreneurs and investors. This was my first trip to Norway and I was in […]
David Wins a Small Battle Against Goliath
Our job is to provide you with relevant information and news as it relates to your assets. We strive to seek out the information and relay it back to you in such a way, so you can make decisions on how to manage your wealth and your asset protection plan. Many of you are likely […]
$40,000 Vacation Home in Costa Rica
All US citizens must report any offshore assets cumulatively valued at more than $10,000 to the Federal government. With two exceptions; real estate and precious metals. If you are interested in offshore asset protection, these are your only two asset classes that do not require disclosure. My job is to inform you about these types […]
How to Supercharge Your IRA and Save Taxes – Part 2
As I stated in yesterday’s article, our firms goal is to assist clients in developing their asset protection strategies. Our belief is that your wealth is at risk from two main threats; government interference and litigation. Under the heading of government interference lies taxation and we strive to help our clients minimize taxation through various […]
How to Supercharge Your IRA and Save Taxes – Part 1
My firm’s job is to help clients with asset protection strategies. There are two main threats to your wealth; government interference and litigation. Under the government interference category falls taxation. One of our objectives is to help clients minimize taxation and therefore we provide you with useful information that can benefit you in your goal […]
Tax on equity trades could destroy financial markets
After reading this recent piece on Bloomberg, I was utterly disgusted. I just don’t understand how our policy makers can continue to pursue such terrible decisions. Certainly the country is still in financial turmoil and there is a need to raise funds to support the budgets, but this tax on equity trades may very well […]
