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
-
What investors need to know about USAs FOREX rules
US lawmakers dropped a nuclear bomb on the Forex industry called “Dodd-Frank” which implemented a series of rules and regulations that killed all life in the budding Forex industry, in USA. We explain this is detail in Splitting Pennies – Understanding Forex; the rules are widely misunderstood, and widely catastrophic for trading Forex. You can…
-
Gold Price and the Fear Response
Q: The recent murder or execution of five Dallas Texas police officers has not affected the gold price. I expected at least a small daily bump up on a fear response. What do you think? A: Events do not move markets. It’s the human emotions response to events that do. And moreover, I do not…
-
If You Can’t Export It, You Don’t Own It.
Export your 401k/ IRA – Trade Risk for Security Offshore Presently, the US has created a level of debt that exceeds anything the world has ever seen. Extreme debt in 1929 resulted in a market crash. The present level of debt is far higher than in 1929. The wise investor will, of course, diversify, assuring…
-
Split to Be Tied!
Looking Beyond the Morrissette Decision and Around the Corner for Inter-Generational Split Dollar I have had the opportunity throughout my career to know top life insurance agents as well as several top estate planning attorneys. In my view, the best life insurance salesman are the best salesman for any product or service. After all, it…
-
Anyone Can Win In A Difficult World Given The Right Tools
Boston, MA, July 14, 2016 – Inept managers, poor communications, mismatched core skills and expectations, boss/subordinate disconnects: there are millions of reasons to be unhappy on the job. Now, award-winning author Beverly Flaxington gives readers solid, simple strategies for enjoying and succeeding in their business and personal lives in her books, Self-Talk for a Calmer…
-
Wealth and Families – Book
Wealth and Families traces its roots to a family member’s request that Howard Stevenson, Harvard Business School professor emeritus, share what he has learned from experience about investing, wealth, and life. Wealth. It’s a nice problem to have, but the financial uncertainty inherent in today’s world means that no one can afford not to think…
-
3 Tips To Help You Navigate The Treacherous 401(k) Waters
A 401(k) is the primary retirement-savings vehicle for many Americans. But despite the 401(k)’s importance, the average participant’s only investment strategy is to plow money into the accounts – then do nothing. They rarely if ever make changes to the investment selections their plans offer. “I’ve known people who had the money in the same…
Join 900+ subscribers
Stay in the loop with everything you need to know.