Stocks and Bonds Archives - Page 23 of 32

USA pension plan 401k vs. 402b

Jan 25, 2014

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The 401(k) compared to the 402(b) Foreign Retirement Plan With a 401k your employer will match your contribution to their pension plan up to 15% to a maximum of a set value. If you want your money back you must pay a 10% penalty up to age 59.5 years and declare the entire sum as…

Time for Investors to Hunker Down

Aug 27, 2013

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by

Aaron

in Stocks and Bonds

It’s time to step out from my ‘normal’ role as the ‘energy expert’ and make a comment or two on the markets in general, just as a professional trader who’s seen quite a bit in his almost 3 decades of daily experience with capital markets and the way they act. Patterns emerge that aren’t foolproof,…

A Foreign Financial Account excluded from FATCA

Aug 15, 2013

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by

Aaron

in Asset Protection, Currency and Forex, Economics, ETF, Hedge & Mutual Funds, Expatriate, Futures, Options and Commodities, Offshore Banks, Stocks and Bonds

UNITED STATES IRC 402(b) LAW (1986) UNLEASHES TAX OFFSHORE The U.S. Tax system is generally hostile to foreign financial structures if there is a U.S. taxpayer or U.S. beneficiary involved. The hostility is understandable-foreign structures interfere with government ability to impose or collect tax. Avoiding international tax pitfalls can be best achieved, both foreign and…

Invest Offshore in UCITS Funds

Jul 28, 2013

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by

Aaron

in ETF, Hedge & Mutual Funds, Stocks and Bonds

What are UCITS Funds? A growing number of investors are including hedge funds and other alternative strategies within their portfolios as a way of providing better portfolio diversification during adverse market conditions, as well as potentially boosting risk-adjusted returns over the long term. However, the recent financial crisis and a number of high profile fraud…

6 Key Oil & Gas Discoveries of 2013 – Who’s Worth Owning

Jul 26, 2013

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by

Aaron

in Futures, Options and Commodities, Stocks and Bonds

The pace of oil and gas exploration is frightening, and discoveries are weekly, if not daily, with volumes investors would only have dreamt of a decade ago. With each new discovery, it becomes difficult to keep track of the playing field, and even more difficult to rank the potential. There are also a lot of…

Benefits of a Luxembourg Offshore Investment Account

Jun 14, 2013

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by

Aaron

in Stocks and Bonds

Why there has never been a better time to Invest Offshore As a result of media saturation of tax evasion with a negative spin on offshore banking, plus a constant perceived threat of the disintegration of the Euro Zone, due to news from Greece, Spain and Cyprus, many people have adopted the idea that anything…

The Fight Between Greed and Gravity

May 21, 2013

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by

Aaron

in Stocks and Bonds

Time to choose between greed and gravity I have the best job in the world; there is no doubt about it. I get paid to manage other people’s money. It is stressful and humbling. It can also be energizing, as there is no better feeling than being thanked by someone who we helped build a…

Is Cyprus telling us to Buy Tech, Sell Financials

Mar 26, 2013

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by

Aaron

in Stocks and Bonds

Is Cyprus telling us to Buy Tech, Sell Financials Over the last few weeks I have published a series of articles to help investors understand what will be the global economic drivers for the next ten years. These three drivers were: Growth of the world population Global Debt Monetary Easing & Inflation Now that we…

Why Does Offshore Investing Get a Bad Rap?

Mar 18, 2013

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by

Aaron

in Stocks and Bonds

It’s a good question, isn’t it? It seems most of the attention devoted to offshore investing in the mainstream media is skewed in the negative, and thanks to a perhaps undue amount of scrutiny and criticism, the general public has come to view any offshore investment as tantamount to shaking hands with the devil, at…

Category: Stocks and Bonds