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Invest Offshore Blog Posts

  • How To Survive The Largest Generational Wealth Transfer In Human History

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    Aaron
    in

    A Family-Wealth Guru Offers 4 Insights For Choosing (Or Agreeing To Be) A Trustee The greatest transfer of wealth in history is happening right now, according to a study from the Boston College Center on Wealth and Philanthropy. A staggering amount – $59 trillion – is projected to be passed down to heirs, charities and taxes…

  • August Is A Month To Ask: ‘What Will Be Your Legacy?’

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    Aaron
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    Hard Money In Real Estate Is An Overlooked Option For Self-Determined People, Says Investment Banker Just as New Year’s Day serves as a timely reminder of one’s personal goals, August now offers a different perspective on a similar theme as “What Will Be Your Legacy?” Month. While No. 1 on most people’s list is likely…

  • Investors are more Optimistic – Weekly Market Overview

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    Aaron
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    US stocks closed higher on Monday as market sentiment was bolstered by an agreement for a third bailout program between Greece and its creditors. S&P 500 closed 1.1% higher with all 10 main sectors finishing with gains. The dollar strengthened, with US Dollar Index rising 0.8% to 96.7520. European stocks rose sharply as Stoxx 600 gained 2%,…

  • A Look at the World’s Gold Reserves

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    Aaron
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    Currencies are backed up by gold as a form of security and used as a guarantee of payment. Although the gold standard was abandoned long ago, governments still have confidence in the precious metal and its worth has actually increased in the 21st century. History of Gold Reserves Although having no major chemical use, man…

  • How To Be Your Own Economic Quarterback

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    Aaron
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    You Need To Be The Economic MVP Every Year After a lifetime of earning and saving, one might expect a comfortable and financially secure retirement, especially with a reliable financial advisor – right? “Life is rarely that simple or black-and-white and, unfortunately, neither is the financial realm,” says Bryan S. Slovon, founder and CEO of…

  • Do You Know How Much Your Other Half Makes?

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    Aaron
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    Study: Four out of 10 Couples in the U.S. Could Not Correctly Identify How Much Their Spouse Earns Experts often tell us “never keep secrets in a relationship” and “the key to any successful relationship is open communication.” So why is it, according to Fidelity Investments fifth Couples Retirement Study, four out of ten (43%)…

  • S&P 500 Foreign Sales Report

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    Aaron
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    NEW YORK, July 15, 2015 /PRNewswire/ — S&P Dow Jones Indices (“S&P DJI”), one of the world’s leading index providers, announced today that, for S&P 500® companies with full reporting information for 2014, the percentage of sales from foreign countries increased after five years of stagnation. According to S&P DJI’s annual S&P 500 Foreign Sales Report,…

  • Who Controls Your Retirement Funds: You Or The Government?

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    Aaron
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    Qualified Money For Retirement Has Strings Attached People make a mistake when they feel as though they’ve lost control of their qualified retirement plans – they never had control in the first place, says retirement advisor Mark Cardoza. “Qualified retirement funds – whether we’re talking about an IRA, 401(k), Contributory or Defined Benefit Pension Plan,…

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