Offshore Investing Guide
We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.
Invest Offshore Blog Posts
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Hennessy Funds Receives Seven 2016 MFEA STAR Awards
Oct. 24, 2016 /PRNewswire/ — Hennessy Funds announced that it has received seven 2016 STAR Awards for excellence in mutual fund marketing and communications. This marks the eighth consecutive year that Hennessy Funds has been honored by MFEA and brings the total number of STAR Awards received to 24. The STAR Awards are presented annually…
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Money 2020 and the new Cyber Regulations
One of the big topics at Money 2020 will be the new cyber regulations announced by the Fed and FDIC. They believe hacking could lead to a national financial crash. Christopher Pierson, EVP, General Counsel & Chief Security Officer, of FinTech company Viewpost has analyzed the proposal and says this “really places a chair at…
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The Renegade Capitalist Says Make Yourself Unemployable!
Houston, TX, October 20, 2016 – This may be the best time in history to start a business. Best-selling author David Thomas Roberts, Renegade Capitalist and serial entrepreneur since age twenty-one, has created a guide for those who are no longer content to have someone else dictating their daily commute, their income, schedules and vacations.…
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Skipton International is investing for the future
Skipton International is to implement a new banking service and replace its core banking system for offshore savings customers. [box type=”tick” size=”large” style=”rounded” border=”full”]The new secure online portal, planned to launch in late 2017, will allow customers around the world to access their savings accounts 24 hours a day. This will be in addition to…
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Who Are Wall Street’s Biggest ‘Carbon Offenders’?
Analysis: Top 10 Mutual Fund, ETF Managers All Have Above-Average Carbon Footprints New Web Tool Shows Unexpectedly High Carbon Exposure of Funds As You Sow, YourSRI.com team up to carbon footprint $11 trillion in funds utilizing data from South Pole Group and exposing carbon risk – available now at fossilfreefunds.org OAKLAND, CA, ZURICH & VADUZ,…
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U.S. PIRG Statement on Treasury Rule to Limit Corporate Tax Avoidance
Statement from U.S. PIRG advocate Michelle Surka on new Treasury Department rule to limit multinational corporate tax avoidance: “We applaud the step the Treasury Department has taken to curb the epidemic of corporate tax avoidance. Based on early analysis, the new rule introduced by the Treasury could recover close to $600 million worth of federal…
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What’s Next for Investing?
What’s Next for Investing? SRI Conference Kicks-Off the Morning After Presidential Election; Among Key Topics: Post-Vote Analysis, Clean Energy, LGBTQ Rights, Shareowner Advocacy. DENVER (October 12, 2016) — In about a month, the largest and longest-running annual conference for responsible investors will convene in Denver. The annual SRI Conference – on Sustainable, Responsible, Impact Investing…
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Critical investment planning decisions
Emotions, not logic and reason, are what typically drive investors in making critical investment planning decisions. That’s according to seasoned wealth advisor Chris White, CFA, author of the new book, Working with the Emotional Advisor: Financial Psychology for Wealth Managers (Praeger, 2016). A wealth counselor with over 25 years of experience working with affluent and…
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