EP-109 INTERNATIONAL WEALTH PLANNING with BRENT NELSON

International and Cross-Border Planning have been a major issues for high net worth clients for as long as there have been borders. It’s an enormous topic. Jobs, new family situations and geopolitics often send people

March 10, 2022 • Blog, Finance & Economics, Podcasts, Psychology • Views: 682

EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE

I see the concept of locating wealth and assets at the state level all the time for a variety of reasons . . . There has been only occasional talk of U.S. citizens exploring other citizenships. At the federal level, US

February 9, 2021 • Blog, Common Sense Economics, Common Sense Policy, Finance & Economics, Financial Essentials, Podcasts, Worth Reading and Watching • Views: 1926

EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE

It’s important to speak to people who are having success exploiting other asymmetries. Many opportunities come when the world devolves into chaos. (Bill Ackman recently made gigantic money by buying insurance against

November 17, 2020 • Blog, Common Sense Economics, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Foreign Affairs (of the non-romantic variety . . .), Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 2327

MEGXIT: “The Pundificator” and “Wealth, Actually” take on the Royal Woes

It didn’t take long for Haven and I to reach back across the pond for a topic to chew on . . . and this week we wrangle over the mess of the potential “departure” of Prince Harry and his wife Meghan (and son,

January 16, 2020 • Blog, Dangerously Uninformed Commentary, Foreign Affairs (of the non-romantic variety . . .), Guest Opinions, Podcasts, Political Expressions and the Occasional Rant, Politics & Policy • Views: 2824

BREXIT: The “Pundificator” and “Wealth, Actually” take on Brexit

Haven and Frazer discuss Brexit and its Implications First, some quick housekeeping: “Wealth, Actually” is setting the schedule to post content every Thursday. Interviews with entrepreneurs, experts, and tastemakers

December 26, 2019 • Blog, Foreign Affairs (of the non-romantic variety . . .), Guest Opinions, Podcasts, Political Expressions and the Occasional Rant, Politics & Policy • Views: 1636

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