Investor Independence Via ETFs – Part 2

You will see in the Trader Wizard pages that I strongly recommend Exchange Traded Funds (ETF). ETFs are investment funds designed to track a market index and whose units are traded on an exchange pretty much like shares of listed companies. I even believe that most investors, including professional and sophisticated investors, could be very … Read more

The road to investor independence is paved with ETF’S – Part 1

If you don’t have the time to watch your portfolio closely but also don’t want a financial advisor, you should consider Exchange Traded Funds (ETF). ETFs will allow you to enjoy the markets while fully invested in a conservative, low-cost, buy-and-hold portfolio. They are vastly preferable to investing in mutual funds. Whether you are a … Read more

Investment Opportunities, Tax Benefits and Security for Traveling in Turbulent Times

We can no longer travel freely throughout the world without thinking of our safety. As the world grows increasingly more conflicted, it becomes important for us to protect ourselves and our families. This is not just in the U.S. People, as well as governments across the globe, are beginning to feel the effects of conflict. … Read more

Foreign Brokerage Possibilities

Last week, I received the following request from Beijing: A question: you mention technologies that enable regular investors to invest globally. Are you aware of a brokerage that offers investors with $30-50K accounts, say, US, Canada, Japan, HK, Singapore, and Thailand stocks at internet broker prices? A discussion of inexpensive ways to directly invest globally … Read more

Why Have Alternative Citizenship?

Many people believe that having more than one citizenship or passport is illegal, or if not illegal, somehow “unpatriotic.” That’s simply untrue. Public ignorance about this is not surprising. The average person only encounters this issue when reading an international espionage thriller, watching a James Bond movie, or reading reports in the media linking use … Read more

Panamanian Private Foundations

On June 12, 1995, the National Assembly of Panama adopted Law No.25 by which Private Foundations are created and regulated. The idea behind the drafting of this new law arose from the popularity and well deserved good reputation of the Liechtenstein Family (and Mixed) Foundations in certain parts of Europe , specially in Switzerland . … Read more

What a Trust Can Do

A trust may be created for any purpose that is not illegal or void as against public policy. A trust can hold title to and invest in real estate, cash, stocks, bonds, negotiable instruments and personal property. Trusts can provide care for minor children or the elderly; or pay medical, educational or other expenses. A … Read more