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, […]
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 […]
Obama’s Offshore Vendetta
A few weeks ago I attended the Fonds Fair in Zurich. I was there primarily to listen to a few key presentations including Jim Rogers speaking on the future of the commodities markets. While at the conference, I also attended a presentation given by the CIO of Blackrock discussing the energy market. It was quite enlightening and […]
Tax Free Tshirt Company in Nevis
As I mentioned previously in my blog, I have discovered a way for some of you to defer taxation on your business income. This, of course, requires an offshore asset protection strategy. There are many details involved and lots of restrictions, but I am going to use a theoretical example to illustrate. Joe runs a […]
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 […]