Invest Offshore

Month: August 2016

  • Finding The Path To A Stable Retirement When Savings And Social Security Aren’t Enough

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    by

    Aaron
    in

    As much as American workers look forward to retirement, many of them also worry that retirement is a luxury they can’t afford. In fact, about one-fourth express concerns about running out of cash in retirement, according to a survey by the Indexed Annuity Leadership Council. The problem, says Marco Kozlowski, (www.marcokozlowski.com) an entrepreneur and business…

  • Bottom for the gold market?

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    by

    Aaron
    in

    Q: Is there an update on the bottom for the gold market? A: Yes. On the bullion, it appears that the low was $1045 about 8 months ago. The shares made their lows mostly a month later. Some shares such as ABX, bottomed a half year earlier. It has been a fragmented market pattern. Q:…

  • How Financial Advisors And Clients Both Miss Out On A Significant Opportunity

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    by

    Aaron
    in

    Imagine a person who has invested a hefty sum of money and is in dire need of assistance managing that investment. And imagine that person’s financial advisor saying he or she can do little or nothing to help. For many Americans who are saving for retirement, that scenario is a reality. “A huge chunk of…

  • Why Being Friends With Your Broker Could Cost You Money

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    by

    Aaron
    in

    Building a trusting relationship with a financial professional is important because you’ll be sharing information about your assets and income, and you’ll want to feel confident when acting on any advice you receive. But be wary of becoming too close, says Dennis Notchick, an Investment Advisor and Certified Financial Planner with Safeguard Investment Advisory Group…

  • Another Cog In The Exploding Resentment Wheel

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    by

    Aaron
    in

    Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday Capitalist Exploits take time out of their day to applaud insanity, laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity.…

  • It’s Outcome, Not Income, That Should Be Stressed In Retirement Planning

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    by

    Aaron
    in

    Retirement Planning? Most Americans are pessimistic about how well off they’ll be financially when they reach retirement. “People have a lot of worries and that’s understandable,” says Dan Carter, an Investment Advisor Representative for Safeguard Investment Advisory Group (www.safeguardinvestment.com). “Their savings may not be what they hoped for. Pensions for most people are a thing…

  • Robo-Advisors Vs. Humans

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    by

    Aaron
    in

    Robo-Advisors Vs. Humans: Gauging The Outer Limits Of Automated Financial Advice The use of robo-advisors is on the rise among investors looking for an alternative way to get help with financial planning. In fact, a report by the consulting firm A.T. Kearney predicted that robo-advisors will be managing 5.6 percent of Americans’ investment assets by…

  • Double Down! – Inter-Generational Split Dollar Throws Sand in the Face of the IRS Again

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    by

    Aaron
    in

    Recently I wrote an article on JD Supra called Split to Be Tied (May 4, 2016) regarding the Tax Court decision in Estate of Morrissette, (Estate of Clara M. Morrissette v. Commissioner, 146 T.C. No. 11 (April 13, 2016)). Once again, the IRS has lost a significant inter-generational split dollar case – Estate of Marion Levine, Deceased v.…