Offshore Investing Guide
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Invest Offshore Blog Posts
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Investor Independence via ETFs — Part 5
There are probably twenty good reasons for chucking your mutual funds and replacing them with Exchange Traded Funds (ETFs). Let me give you three: ETFs perform better, manage risk better and cost less. If you are an active trader, let me give you another: you trade them exactly like you do stocks. So overwhelming are…
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International Asset Protection Consultant Looks At The Nevis LLC
[box]We specialize in wealth protection, foreign asset protection trusts, international business corporations, worldwide investing, yacht registrations, and global banking.[/box] Limited liability companies (LLC) are legal structures that offer stronger protection to its owners than other forms of business ownership. Owners, called members, are only liable for their investment. No member is personally liable for debts…
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Investor Independence via ETFs — Part 4
In the previous article, I stated that some investors ought to consider an all-ETF portfolio rather than continuing to invest in mutual funds, where 80% of you are falling behind the market averages due to under-performing portfolio managers and the high fees they charge. Depending on your risk profile, I believe that large-cap, blue-chip equity…
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Tax Implications – US Tax Consequences
Unlike almost all other nations, the U.S. taxes all worldwide income of its citizens and of those persons with permanent U.S. resident status. Internal Revenue Code (IRC), section 61 states: “Except as otherwise provided . . .gross income means all income from whatever source derived . . .” The IRS and courts interpret this to…
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What About the British?
It is estimated that in recent years 600,000 or more U.K. citizens have been driven into exile because of high British taxes. Once domiciled abroad, in Italy, Portugal, Singapore, or Bermuda, many Brits used to return home like migratory birds to spend six months annually “vacationing” in England. Stay one day more and under the…
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What you need to know to invest online
In the heyday of Net stocks and do-it-yourself investing, the question wasn’t whether you traded stocks online, it was with whom. It seemed like everyone was doing it. By the time the market peaked in March 2000, there were 12 million to 15 million online brokerage accounts, and more than a third of all trading…
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Investor Independence via ETFs — Part 3
A mere blip on the radar screen compared to the ubiquitous presence of mutual funds and hedge funds, I hold the view it will be just a matter of time before Exchange Traded Funds (ETFs) gain the upper hand. Investors buy mutual funds for the simple reason they are sold, and rather than buying securities…
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Investor Independence Via ETFs – Part 2
You will see in the Trader Wizard pages that I strongly recommend Exchange Traded Funds (ETF). ETFs are investment funds designed to track a market index and whose units are traded on an exchange pretty much like shares of listed companies. I even believe that most investors, including professional and sophisticated investors, could be very…
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