Wealth, Health & Performance

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Owning a Corporation in Costa Rica

“An international option worth considering.”   ——- Costa Rica Location: Caribbean Capital City: San Jose Population: 5.3 Million (2025) Language Spoken: Spanish International Time: CST Currency: Costa Rican colón (CRC)  1 USD = 503–504 CRC Type of Government: Independent democratic republic Main industries: Tourism, agriculture and electronics exports OECD: Approved FATF: Member CFATF Additional Notes: Boasts political stability and high education levels as well as the fiscal incentives […]

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Why Non-U.S. Investors Look to America for Privacy

Profit, Privacy & Asset Protection!  For non-U.S. citizens, owning a shelf corporation in the United States provides two distinct advantages: greater privacy and the ability to tap into new markets. Unlike most jurisdictions, the United States is not a participant in the OECD’s Common Reporting Standard (CRS). Established in 2014 after the G-20 summit in […]

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Why Smart Planning Includes Insurance

“Protection against the unexpected.” ——- Financial security is one of the most important goals for adults and their families.  That’s why so much effort goes into planning for the future – whether through education, retirement savings, or other long-term strategies. Insurance is another vital piece of that puzzle, helping to protect both financial stability and […]

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A Practical Guide to IBCs

“The essentials that you need to know.”   ——- As an entrepreneur, one of the most critical decisions you’ll ever make is how to structure your business interests.  With the rise of the Internet and global commerce, more companies than ever now hold assets in multiple nations.  That growth has brought new opportunities, but it has […]

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This Week Marks the 24th Anniversary of 9/11

“Never Forget.” ——- Thursday marks twenty-four years since the attacks of September 11th.  With time, it’s natural that the emotional intensity fades for many, yet this day remains one that forever changed the United States and the world.  It reshaped history, policies, and even the way we live and travel. Several years ago, my wife and I […]

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This Week’s Insights & Discoveries!

“Global trends & hidden gems.”    ——- Welcome to this edition of our newsletter, where we take a look at an eclectic mix of subjects that caught our attention.  From the serious to the lighthearted, it’s always our goal to bring you insights that inform and hopefully entertain.  This week we examine the growing trend […]

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How to Compliment Someone’s Clothing

by Candace Smith The Etiquette Blog Candace Smith Etiquette Biography:  Candace Smith, wife of Nobel Prize-Winner Professor Dr. Vernon Smith and owner of the extraordinary blog, “Etiquette for the Business of Life” as featured by BBC, Chicago Tribune and USA Today offers her insights. “Here are a few guidelines.” ——- First impressions matter, and clothing plays […]

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Beware: Scams are all Around Us!

“Financial scams are commonplace..” ——- The digital era has its benefits. People from all over are able to connect almost instantaneously. Computers have made fast work of many tasks that once took hours or days to complete. Information or even funds can be shared at the click of a button. But for all of the […]

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Why the Bermuda Stock Exchange?

“A small island with a big reach.”   ——- The Bermuda Stock Exchange (BSX) is one of those fascinating niche players in global finance that often flies under the radar. Founded in 1971 and headquartered in Hamilton, Bermuda, the BSX has quietly built itself into the world’s largest offshore, fully electronic securities market. Its reputation rests on […]

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Why Labor Day Stands Apart!

“The holiday with a story.”    ——- This Monday is Labor Day in the United States and Canada, and since it’s right around the corner, it once again feels like it crept up on us without much warning. Labor Day is one of those holidays that varies depending on where you’re standing.  Here in the […]

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