The SECURE Act: Good or Bad for IRAs?

The SECURE Act has a provision in it which puts a wrench in the estate planning strategy of Stretch IRAs, and it looks like a money-grab on the 1%. July 22, 2019 By: Bobby Casey, Managing Director GWP By the end of first quarter in 2017, US total retirement holdings was just over $26 Trillion. […]

Post Election Strategies

This election season had a lot of people looking into expatriation and it’s an idea worth exploring! November 14, 2016 By: Bobby Casey, Managing Director GWP The election results are in. It’s settled. Trump won the electoral vote. Hillary won the popular vote OF THE PEOPLE WHO ACTUALLY VOTED. And “Did Not Vote” received the […]

Money Problems

May 9, 2016 By: Bobby Casey, Managing Director GWP One of the best parts of a truly free market, is the on-going experiment to find the BEST practices. It’s forever evolving. People go about their business acquainting themselves with the natural world around them, figuring out what will help them, and what will kill them. […]

Retirement: The “Crisis du Jour”

March 14, 2016 By: Bobby Casey, Managing Director GWP There’s a marvelous book called “The Protestant Ethic and the Spirit of Capitalism” by Max Weber. If you get a chance, it’s one of the few sociological reads that speak to the once great American brand of capitalism. It doesn’t have much to with religion per […]

Government Intrusion & The Erosion of Economic Freedom

February 8, 2016 By: Bobby Casey, Managing Director GWP In a not-too-surprising turn of events, the United States has slipped out of the top 10 most economically free nations. I say “not surprising” because it’s been a downward trend for the past seven years for the US. The “Obama recovery” is a hoax. Without economic […]

Is Residency in Panama Right for You?

September 10, 2015 by Bobby Casey When considering the various options for internationalizing your life, the question of “where” is always at the top of that list. However, “where” can have many variations in meaning, depending on your personal situation. For example; Where should I live? Where should I establish foreign residency? Where should I […]

What to do with Your Cash Now?

July 30, 2015 by Bobby Casey We live in some strange times. Governments around the world are drowning in debt and yet the media portrays the global economy as recovering. Stock markets are like riding a roller coaster, drunk and on acid. Currency markets are wild with the US Dollar showing mystical strength and one […]

One Simple Trick for Asset Protection and Estate Planning

May 13, 2015 by Bobby Casey In my teens through my early 30’s I used to race motorcycles. Even before that and up until this day I continue to ride motorcycles. However, when I raced I was always my own mechanic. I remember one day working on a motorcycle that wouldn’t start. I was dumbfounded. […]

Is My 401k or IRA at Risk?

by Bobby Casey In short, yes. Your 401k and/or your IRA is at great risk. If you have significant savings in your private retirement accounts, there is a very real risk of hugely diminished returns or even confiscation. Who here reading this article believes the government is the best allocator of capital? ….crickets None of […]