Author: Aaron

  • Operating an Offshore APT

    In theory, if maximum asset protection is your stated goal, nearly all moveable and liquid assets should be transferred physically to fund the offshore APT as soon as it is created. That includes cash and evidence of intangible assets such as stocks, bonds and other securities. These should be placed in the custody of the…

  • About Leading Economic Indicators

    Whenever you hear the term ‘sector rotation’ in equity markets, you can be sure there are important things changing in the macro picture. As you know, the big picture today is one of a return to global economic growth, and higher commodity prices and interest rates. Now, it’s pretty hard to have economic growth without…

  • Trading bonds for capital gain

    In my view, sticking to the common myth that bonds should be bought and then stored in a safety deposit box is a foolish way to invest. Bonds are investment instruments that must be traded like you would trade a stock. To most of you, a bond is a secure, mostly stagnant investment that provides…

  • Second Passports: Important Considerations

    Legality The single most important consideration when evaluating the usefulness of an alternative citizenship is that it be legal in every respect. That fact may seem obvious, but the proliferation of fly-by-night passport fraud operations requires not only this reminder, but strict adherence to it when making second passport plans and decisions. If you are…

  • Citizenship and Passport

    Citizenship can be loosely defined as the legal relationship between a person and the sovereign nation in which he or she lives, a status defined by the law of that nation, conferring or limiting a person’s duties and rights. The most common means of acquiring citizenship is by birth within the borders of a nation.…

  • About the marketplace

    By Bill Cara – The market is the theatre of life where the play is all about time and money. If investing represents our journey and trading mirrors the paths we take, then the market is the big show, the place all of us experience it. Anything you read from the Trader Wizard will echo…

  • Creating an APT

    Unfortunately, there are a limited number of qualified US and UK experts in the field of asset protection law, so proceed with great caution before choosing your personal advisor for such an important project as creating an APT. This is an area of financial activity where cutting corners can be very costly. Knowledgeable APT attorneys…

  • Financial Privacy

    In most asset-haven countries, very little information about an APT is registered with the government. The actual terms of the trust agreement and the parties involved need not be disclosed. Most of the registration information filed is not available to the public. If there is any public record, it may be no more than a…

  • Expats opt for offshore investments

    AMSTERDAM – Nearly three-quarters of expats in Europe have invested offshore, according to a new study. And a similar percentage claim to have either matched (46 percent) or outperformed the stock markets (33 percent). But the number of expats who think markets will grow in the next year has slumped to 53 percent compared to…