The Voice of Anarchy
I had a phone conversation with a friend of mine this week, and he gave me one of the nicest compliments a guy could receive. He called me the voice of anarchy. We were discussing the state of affairs in the world today and the worldwide debt crisis that is causing an economic meltdown; or […]
Hey Look! A Chicken…
This week I need to apologize in advance. I am warning you; this article is very disjointed to the point that any high school English teacher would scold me for the lack of flow. Most likely it would earn a solid F on the grading scale. Regardless, I have several things to discuss with you […]
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 […]
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 […]
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 […]
Asset Protection for your Home
For many people, your home is the single largest investment you will make. You will notice I did not use the word ‘asset’ because I consider a home to be a liability. Assets make you money, liabilities cost you money. Nevertheless, it is a large investment and one you certainly want to protect from the […]
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 […]
Why Offshore Asset Protection?
This is a legitimate question and one I get frequently. Many people are scared away by the term “offshore asset protection” thinking it involves something inherently illegal. This is an unfortunate consequence of being bombarded by media. There is nothing illegal or immoral about offshore asset protection. In reality, it is not even difficult or […]
