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. […]
Are We Slaves to the State?
It’s that time of year again; the season that everyone loves to hate; tax time. Personally, I don’t completely despise paying taxes as much as I despise the complications of tax reporting and the use of tax dollars. Don’t get me wrong, our current tax system in the US has reached a point where it […]
5 Steps to Eliminate Investment Risk
Like many of you, I am an investor and a trader. If you are also in the markets today, you are surely finding it to be increasingly difficult to locate safe places to stash your cash. In the past year we have seen silver go from $16/oz to $36/oz. We have seen gold go from […]
The Great Reset is in Full Swing
If the past couple of weeks have not convinced you that we are living in the age of the “Great Reset”, then nothing is going to open your eyes. Public unions all around the Mid West US are now in full tilt protest. Treasury bond auctions are coming up short. Oil is now at $102 […]
Are You a Beast of Burden?
Reading the headlines over the past two weeks was like riding a roller coaster with no seatbelt – exciting to say the least. We read about the turmoil in Tunisia, Egypt, Iran, Libya and pretty much the rest of the Middle East. In about one week we have seen oil spike from $83 per barrel […]
Can I Buy You a Drink?
Sometimes I feel like we are living in George Orwell’s “1984”. Over the past few weeks we have now heard Obama and Geitner call for a major overhaul of the US tax code with an emphasis on LOWERING the corporate tax rate. Wait a minute. Didn’t we just spend the last few months listening to […]
Asset Protection in the ‘Great Reset’
We are now living in what I call ‘The Great Reset’, which will require each of us to reevaluate our own effectiveness and value in society. In ‘The Great Reset’, we will experience many changes that will affect not only our lives, but the lives of the next generation as well. I hope you are […]
I’m Rich, Sue Me
I am writing this newsletter on a KLM flight from Europe back to the US. Over the past few days I have been attending an investment conference in Zurich. I am returning armed with asset protection and investment ideas that will help with the transition into the ‘Great Reset’. In my travels, I make it […]
Asset Protection – FATCA Requirements
The Foreign Account Tax Compliance Act, or FATCA, will require all foreign financial institutions or FFI’s to enter into information disclosure agreements with the IRS. A FFI is any non-U.S. entity that accepts monetary deposits, holds financial assets for the accounts of others, or participates in the business of investing or trading securities, commodities, partnerships, […]
