Month: July 2016

  • Split to Be Tied!

    Looking Beyond the Morrissette Decision and Around the Corner for Inter-Generational Split Dollar I have had the opportunity throughout my career to know top life insurance agents as well as several top estate planning attorneys. In my view, the best life insurance salesman are the best salesman for any product or service. After all, it…

  • Anyone Can Win In A Difficult World Given The Right Tools

    Boston, MA, July 14, 2016 – Inept managers, poor communications, mismatched core skills and expectations, boss/subordinate disconnects: there are millions of reasons to be unhappy on the job. Now, award-winning author Beverly Flaxington gives readers solid, simple strategies for enjoying and succeeding in their business and personal lives in her books, Self-Talk for a Calmer…

  • Wealth and Families – Book

    Wealth and Families traces its roots to a family member’s request that Howard Stevenson, Harvard Business School professor emeritus, share what he has learned from experience about investing, wealth, and life. Wealth. It’s a nice problem to have, but the financial uncertainty inherent in today’s world means that no one can afford not to think…

  • 3 Tips To Help You Navigate The Treacherous 401(k) Waters

    A 401(k) is the primary retirement-savings vehicle for many Americans. But despite the 401(k)’s importance, the average participant’s only investment strategy is to plow money into the accounts – then do nothing. They rarely if ever make changes to the investment selections their plans offer. “I’ve known people who had the money in the same…

  • Enormous volatility in the Gold Market with BREXIT

    Q: We have witnessed enormous volatility in the gold market with BREXIT’s unexpected win. Does this mark the beginning of a breakout to the upside or was it a panic finish of a countertrend rally starting at about $1,050 and ending at about $1,360? A: Good question. The last $110 move in two hours was…

  • Don’t Let Overreaction To Brexit Drive You Into Panicky Investment Decisions

    The British vote to leave the European Union – commonly referred to as the Brexit – seemed to catch much of the world by surprise, at least temporarily shook up the markets and left many people wondering whether they should act quickly to protect their investments. But puzzled American investors should wait to see how…

  • Event in Monaco Unites US Companies with European Institutional Investors

    New York, NY & Monte Carlo, Monaco – July 7, 2016 – Small Cap Nation™ (SCN™) and Monaco Growth Forums by Andreea Porcelli™ today announced that Small Cap Nation has been selected as Media Sponsor for the upcoming event.  Monaco Growth Forums is an exclusive, invitation-only conference highlighting growth companies seeking capital and/or greater exposure.…

  • Bill Gates And Other Billionaires Backing A Nuclear Renaissance

    Let’s for a second imagine a world without nuclear energy. That’s a tough one but let’s try. No nuclear bombs, of course, no Chernobyl and Fukushima, no worries about Iran and North Korea. A wonderful world, maybe? Probably not, because without nuclear energy we would have burned millions more tons of coal and billions more…

  • How to Structure Capital Offshore

    Structure Capital Offshore – The Only Tax Rules Compliant and Double Tax Agreements Non-Reporting and Excluded Account The pension regime is very important internationally and one thing the OECD organization has done amazingly well is Double Tax Agreements. They have come out with an amendment to the OECD model double tax agreement that introduces a…