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Category: Diversification

26 Dec
Colorful row houses with towering cathedral in background in the port town of Cobh, County Cork, Ireland

A Golden Opportunity From The Emerald Isle

“Let him who would enjoy a good future waste none of his present.” ~ Roger Babson From time to time, an opportunity crosses my desk that’s simply a “no brainer.” What I’m going to tell you about today is one of those opportunities… Let me explain. There’s a company you’ve never heard of… They don’t [...]
23 Dec
Business Financial Planning Financial Analysis for Corporate Growth

Reduce Your Risk And Grow Your Nest Egg

I’ve been planting flags for more than 25 years at this point… long before I had ever heard about the Five Flags Theory or any of the other terms used to simplify the conversation about internationalizing one’s life. Some of my flags were accidental… or incidental at first… just part of life. My first offshore [...]
28 Nov
Aerial View of Downtown Woodstock, Illinois during Summer Twilight

The Single Most Powerful Way To Create Options

In the wake of the election result you’re probably feeling one of two ways about life in the U.S. I say think long-term and beyond home borders. Whatever your world view, a Plan B always makes sense. But that doesn’t mean turning your back on the U.S. I certainly haven’t. Heck, I own a home [...]
07 Nov
Caye Caulker a small island located approximately 20 miles from Belize City Belize

A Caribbean Escape For Under $150k

This week, a page turned in the U.S. history books… Whether you think it went forward, backward, want to frame it, or throw it in the fire, doesn’t really matter. It is what it is. Following on from Trump’s win, major U.S. stock indexes soared in afternoon trading. Banks, in particular, enjoyed a good day [...]
04 Nov
Bright mid-day view of the traditional neoclassical architecture of the Capitol Building’s dome, columns, and steps in Washington DC, USA

It’s About To Get Crazy…

In a couple of days, a lot of people are going to be very upset, and a lot will be very happy. Let’s face it, whatever happens, it’s about to get crazy… And if you’re placing your happiness or sanity—or lack thereof—in the hands of the person set to take the White House this week, [...]
28 Oct

Keep Your Options Open

Creating a plan to internationalize and diversify your life isn’t something you should undertake as a reaction against someone else. It’s something you should do for yourself, to protect yourself, your family, and your assets. When he was in office, I met countless Americans who were planning to leave the United States because of Obama. [...]
24 Oct
Panama City, Panama is a beautiful city, from a distance.

A Safe Harbor In Troubled Times

Imagine a country that uses the very same currency you do now… A business hub that’s at the center of the world… with tax advantages you won’t find back home… and a banking sector that has never had a single crisis. On top of this: it’s a tropical paradise with year-round warm weather, some of [...]
23 Sep
Aerial drone view of beautiful caribbean tropical island Cayo Levantado beach with palms. Bacardi Island, Dominican Republic.

How To Truly Diversify Your Life

The key to living long-term overseas… and to escaping home at a moment’s notice if you need to… is residency and/or citizenship overseas… You can obtain residency or citizenship in more than one country. However, most expats obtain residency or a second citizenship in just one country outside their home country. Which country depends on [...]
29 Aug
Capitol Hill Building ,Washington DC.

Taxing Times

In October, I’ll be in Porto, Portugal, for my annual Offshore Wealth Summit. One of the topics we’ll cover is filing taxes as an American offshore. Taxes are a hot topic right now as the presidential race heats up… Should he be elected, Trump plans to permanently extend his 2017 tax cuts, eliminate taxes on [...]
16 Aug
Adriatic sea in Croatia. Landscape with yacht, mountains, transparent blue water, sky at sunset

The Fast Track To Offshore Diversification

Trump and Vance versus Harris and Walz. Yeesh. In just a couple months we’ll have our winners… and losers. For close to 30 years, I’ve been warning people of the risks of hanging all your hopes on any one country… any one economy… or any one currency. That message has never been more pertinent than [...]