Asset-Backed Securities: An Introduction

Most people traditionally look to stocks, bonds, real estate, and other “safe” investment solutions when developing their portfolios. But often, those people mistaken “safe”...

Estate Planning Mistakes to Avoid: Out-of-Date Wills

Most of us want to sort our wills out and then forget about it. Unfortunately, this is not a very good idea. Things change....

Beginners Guide: What is Bitcoin?

Beginners Guide: What is Bitcoin? The Bitcoin world is abuzz with both excitement and curiosity… and the opportunity for upside potential to skyrocket. Everyone from...

Estate Planning Mistakes to Avoid: What about Incapacity?

As mentioned before, estate planning is not an easy thing for most. Often people race through the process, creating a will and contingencies for...

Estate Planning Mistakes to Avoid: Being too Secretive

Some people may think that one way to protect themselves and their assets is to keep the details of their estate plans from as...

FOMO may make you reckless

We’ve discussed how the fear of missing out (FOMO) could keep you from saving money through reckless spending, but FOMO can also affect your...

Is your FOMO preventing you from saving?

It may seem like just another hackneyed acronym, but FOMO, or “fear of missing out”, is prevalent enough to warrant an entry in the...

How much is enough? Saving for retirement while still enjoying life...

We all know that we should put money away for our “golden years”, but how much is enough? Do we have to forego the...

Reportable Parties and Reportable Accounts Under the CRS

There has been much discussion about the Common Reporting Standard since the OECD announced the implementation plan in 2014. It may seem that there...

Self-Certification Under the CRS

The Common Reporting Standards (CRS) may have been created as a regime for participating countries to exchange information to identify tax evasion, but, in...

Can Long/Short Funds Help You Diversify Your Portfolio?

There is no disputing the fact that you should make sure your portfolio is diversified so that your wealth and protected. Diversification also helps...

How the Common Reporting Standard Rules Can Affect You

In an effort to identify tax evaders, the Organisation for Economic Co-operation and Development (OECD) created the Common Reporting Standard (CRS). The CRS is...

Tulip Mania: Bubble or no bubble?

“Bubble” is a catchword bandied about whenever people want to strike fear in the heart of investors. Tech, property, Bitcoin – these and more...

Blockchains beyond Bitcoin

Most of the reporting on blockchains revolve around its association with cryptocurrencies like Bitcoin. So much so that some people think that blockchains and...

Cryptocurrency: What is it worth?

With all the recent news about Bitcoin, you may be wondering if this type of currency is worth investing in. But what is Bitcoin...

FinTech: An Introduction

You probably read about it, you are most likely using it, and you are probably interested in investing in it, but how familiar are...

Residency options and implications for high net worth individuals

"Residency options and implications for high net worth individuals- Round table series IR Global Featuring Richard Cayne from Meyer International Ltd" https://issuu.com/irglobal/docs/private_client_2017_-_a_new_place_t

Seek shelter or find a haven?

Governments want you to pay taxes. You don’t want to pay too much taxes. This dichotomy is usually what sparks people and companies to...

How to become a venture capitalist

Individual investors at all levels have a wide variety of options available. Although many may think that they are relegated to traditional instruments such...

Factors Affecting Foreign Exchange Rates

Whether you choose to invest in currency markets or not, you should still have an understanding of foreign exchange rates. Even if your investments...