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Invest Offshore Blog Posts

  • How To Reduce Your Tax Burden In Retirement

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    by

    Aaron
    in

    Enjoying Those Senior Years Is Important, But Preparation Is Key Retirement should represent an opportunity to enjoy life after decades of hard work and saving. But it doesn’t always turn out that way, even with people who saved wisely, says Gary Marriage Jr., CEO of Nature Coast Financial Advisors (www.naturecoastfinancial.com). Maybe it’s because of worries…

  • Gold Market and the China Currency War

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    Aaron
    in

    Q: What effect will the recent devaluation on the Chinese Yuan have on the price of gold? I expect that since the USD increased in value relative to the Yuan that it would be bad for the price of gold in USD terms. Am I thinking correctly? A: The devaluation is of no predictive value.…

  • Zurich Responds to Increased Regulation by Expanding Coverage for Advisers and Hedge Managers

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    by

    Aaron
    in

    New York, August 12, 2015 – Zurich North America has revised its liability policy for investment advisers, mutual fund and hedge managers following a rise in regulatory risk prompted by new investigative approaches used by the SEC. In 2014, the Securities and Exchanges Commission (SEC) filed a record 755 enforcement actions , obtained orders totaling…

  • Conflicted Advice from Brokers According to Public Investors Arbitration Bar Association

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    Aaron
    in

    ATTORNEY REPRESENTING 500+ INVESTORS IN CONFLICTED ADVICE CASES: HOLD BROKERAGE FIRMS RESPONSIBLE FOR FIDUCIARY DUTY THEY ALREADY TELL INVESTORS THEY HAVE Public Investors Arbitration Bar Association President Cites Examples of Near Retirees Victimized by Industry Practices that Department of Labor Rule Would Bar WASHINGTON, D.C. – August 11, 2015 – The U.S. Department of Labor…

  • The Solo and Global Tax Deferred 401(k) Retirement Plan

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    by

    Aaron
    in

    For U.S. persons ONLY these two types of Foreign Financial Accounts provide Tax Effected Yield on Income and Accumulations which are formally recognized by FATCA and by IRS tax code to purchase investments globally from a tax free environment exempt from Foreign Financial Institution reporting and exempt from passive foreign income reporting. If you are…

  • How Strong Are Older Families’ Financial Report Cards?

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    Aaron
    in

    Last week I discussed on my blog research showing the correlation between wealth and education. The Federal Reserve followed up with additional research about wealth and demographics, the subject of this post. More specifically, wealth and age. Not surprisingly, the older a household is the more wealth has been generated since people have had more time…

  • Why The ‘Holistic’ Approach Matters In Your Finances

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    by

    Aaron
    in

    4 Considerations When Planning Your Future With An Advisor When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances. “ ‘Holistic’ usually has the medical connotation…

  • Can We Make Retirement Planning Easier?

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    by

    Aaron
    in

    Survey Finds Workers Seek More Help Changing Oil Than Planning Retirement For most employees, addressing retirement issues is a costly, abstract and deeply psychological matter, which is apparent from a survey by Schwab Retirement Plan Services. While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of…

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