The True Meaning Of Thanksgiving

This time of the year, whether in good economic times or bad, is when Americans gather with their families and friends and enjoy a Thanksgiving meal together. It marks a remembrance of those early Pilgrim Fathers who crossed the uncharted ocean from Europe to make a new start in Plymouth, Massachusetts. What is less appreciated … Read more

Asset Protection for American Retirement Savers

U.S. DEPARTMENT OF LABOR RULE WOULD ADD URGENTLY NEEDED PROTECTIONS FOR AMERICAN RETIREMENT SAVERS OVERVIEW Every year, retirement savers in the IRA market alone lose at least $17 billion in savings due to conflicted investment advice. Today’s retirement market functions quite well for the broker-dealers, insurance companies, and mutual fund complexes that reap billions of … Read more

Standard Bank helps clients bank smarter offshore

Standard Bank Group has enhanced its banking app to allow Offshore Group customers access to their offshore accounts while they are on the move. The app allows account holders to view balances and transaction history on a smartphone, and also make cross-currency payments between their Standard Bank accounts. New features released in the future will … Read more

Forecasting the Low in the Gold Market

Q: Does the recent terrorist attack in Paris and the public reaction have any bearing on your calling the low in the gold market? A: The event does not but the reaction confirms my view that we have not yet seen the low. We have had new lows in both the bullion and the gold … Read more

Automatic Exchange of Information: What can YOU do about it?

Taxpayers with offshore assets as well as financial institutions that hold them, will all face new challenges under the OECD’s updated Common Reporting Standard (CRS). The CRS, formally the Standard for Automatic Exchange of Financial Account Information in Tax Matters, seeks to establish a global methodology for the sharing amongst tax authorities of data in … Read more

Congress wants to seize your passport for unpaid taxes starting January 1st

Sometimes you just have to stand in awe at the level of corruption and incompetence in government. Case in point, the new highway bill in the Land of the Free. And, trust me, you’ll love this. The latest version of the highway bill is called the “Developing a Reliable and Innovative Vision for the Economy … Read more

Get Ready for Crazy – Jeff Thomas

Recently, the Honduras homes and businesses of the family of Jaime Rosenthal were raided by the Honduran government. The properties themselves were seized and other assets taken. The family-owned bank was also seized and has been forced into liquidation, creating potential financial crisis for its 220,000 clients. Throngs of angry clients, unable to go about … Read more

Sustainable, Responsible, Impact (SRI) Investment Industry Awards

SRI SERVICE AWARD WINNER: HEAD OF INVESTMENT FUND FOR LOW-INCOME SOUTH AFRICANS AWARDED SRI INDUSTRY’S MOST HONORED DESIGNATION Responsible Investors and Investment Professionals Select Shared Interest Executive Director, Donna Katzin, as SRI Industry’s Most Influential Leader of 2015 NEW YORK, NY AND COLORADO SPRINGS, CO (November 19, 2015) – Donna Katzin, executive director of Shared … Read more

Belize Real Estate Projects Lucrative Value in Caribbean’s Emerging Luxury Marketplace, New Report Shows

SAN PEDRO, Belize, Nov. 18, 2015 /PRNewswire/ — The emerging luxury real estate market of Belize will provide real estate investors and second-home buyers some of the best value in the Caribbean and Central America according to a new report by SANCAS Realty, the exclusive Christie’s International Real Estate for Belize. The price for a luxury … Read more