facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Combining Investments, Industry News and a Swiss Perspective

Resources about Offshore Banking

U.S. Job Growth Cools: What It Means for the Economy & Investors Thumbnail

U.S. Job Growth Cools: What It Means for the Economy & Investors

The latest U.S. employment report shows a slowing job market, with payroll growth moderating to 143,000 in January and the unemployment rate ticking up to 4.0%. But beneath the surface, revisions paint an even weaker picture—job growth in 2023 was lower than initially reported. While healthcare and retail added jobs, sectors like oil, gas, and manufacturing saw declines. Is this a sign of a cooling economy or just a temporary slowdown? More importantly, what does it mean for investors looking to protect and grow their wealth in a shifting economic landscape? Whether you’re a seasoned investor, an entrepreneur, or simply someone keeping an eye on the global economy, we invite you to join us as we unpack the key trends shaping the markets.

Read More
Bitcoin vs. Gold: Which Is the Ultimate Store of Value? Thumbnail

Bitcoin vs. Gold: Which Is the Ultimate Store of Value?

In this episode of Swiss Money Secrets, we dive deep into the fascinating debate of Bitcoin vs. Gold as stores of value. Discover the historical context that shaped gold as the traditional safe haven and how Bitcoin emerged as its digital counterpart. We’ll compare their scarcity, volatility, security, liquidity, and use cases to help you understand their unique roles in safeguarding wealth. Can Bitcoin rival gold as an inflation hedge? Is gold’s stability enough to outshine Bitcoin’s potential returns? Tune in for expert insights, practical considerations, and strategies to diversify your portfolio for long-term financial security.

Read More
The Trump Era: International Stocks in 2025 Thumbnail

The Trump Era: International Stocks in 2025

The Trump era begins with the U.S. markets remaining strong, but it might be where investors aren't looking where the opportunities lay; it might just be undervalued international stocks. Other countries' currencies have seemingly crumbled as the U.S. dollar went on a tear in appreciation, but there is another explanation that gives pause for concern to those touting, "USA, the dollar is here to slay." We cover these topics and more in this edition of the Swiss View Podcast.

Read More
The Swiss View Podcast: Navigating Greed, Fear, And FOMO When Investing In Today's Global Markets Thumbnail

The Swiss View Podcast: Navigating Greed, Fear, And FOMO When Investing In Today's Global Markets

The US markets are soaring, but are retail investors benefiting? While the US thrives, the rest of the world struggles. Is the US immune to global challenges? The Swiss View offers expert insights into global markets and offshore investing. Hosted by Swiss wealth management professionals, we explore how global trends shape opportunities, bringing you a Swiss perspective on international finance.

Read More
Tax Planning 2025: Navigating Trump's Second Term Thumbnail

Tax Planning 2025: Navigating Trump's Second Term

In this episode of Swiss Money Secrets, Neal Weiss and Jonathan Tiegerman from Tiegerman Tax discuss the potential impact of Donald Trump’s return to the White House in 2025. They analyze expected shifts in estate and gift taxes, corporate tax rates, and the Tax Cuts and Jobs Act, focusing on strategies for wealth preservation, including gift tax planning and charitable giving. The episode also explores market reactions, such as a stronger US dollar, potential rate cuts, and the effects of Trump's "America First" policies on domestic and offshore investments.

Read More
The 2024 Election and Your Wealth: What Americans Need to Know Thumbnail

The 2024 Election and Your Wealth: What Americans Need to Know

In this episode, we dive into the impact of the upcoming US election on American investors and why Switzerland, with its strong financial stability, is the perfect place for diversifying your portfolio. We kick off the discussion by explaining why the Swiss are paying close attention to the US election. The team then breaks down what investors can expect under a Democrat or Republican win, followed by a look at the long-term outlook for American wealth preservation, regardless of the election outcome. Discover why Switzerland is a safe haven for hardworking Americans seeking to protect their assets from risks like currency devaluation, frivolous lawsuits, market volatility, and lack of privacy protection. Tune in for insights on safeguarding your wealth with Swiss offshore banking and wealth management.

Read More
The Swiss View: Gold, Inflation, and Interest Rates Thumbnail

The Swiss View: Gold, Inflation, and Interest Rates

Is there a rally to the bottom for the U.S. economy? The inflation rate is slowing, interest rates are dropping, unemployment rose but then started to fall again, and Gold is going through the roof. Everything seems too good to be true for the U.S. It might just be. Gaining an understanding of why things are happening can help you understand more than the headlines you get. With shifts happening around the world and potentially coming to the U.S., now is the time to really dive in and get to the root of understanding what is driving the numbers.

Read More
The Long-Term Momentum of the U.S. Dollar Thumbnail

The Long-Term Momentum of the U.S. Dollar

The U.S. dollar has been losing its value for a very long time, and here is what that is. In today's episode, our offshore banking experts sit down to discuss the reason the U.S. dollar has been losing its value and why they expect this trend to continue. They will also discuss the role that offshore investment diversification plays in helping Americans preserve their wealth for the long term.

Read More
New "Too Big To Fail" Rules In Switzerland Thumbnail

New "Too Big To Fail" Rules In Switzerland

Explore the dynamic world of Switzerland's offshore banking and wealth management sectors in this enlightening episode of the Swiss Money Secrets podcast. In the discussion, our team explores Switzerland's intricate banking regulations, honed to prevent catastrophic collapses of major financial institutions, also known as "too big to fail." They will dive into the newest report from the Swiss government on the regulations implemented to ensure stability and mitigate systemic risks.

Read More
Artificial Intelligence (AI) in the World of Wealth Management Thumbnail

Artificial Intelligence (AI) in the World of Wealth Management

Explore the dynamic fusion of artificial intelligence and Switzerland's offshore banking and wealth management sectors in this enlightening episode of the Swiss Money Secrets podcast. In the discussion, our team will delve into how AI is used in the wealth management industry. Specifically, we will touch on the opportunities, risks, challenges, and limitations of the use of AI in all of the areas of offshore wealth management. Whether you're an investor or a finance enthusiast, this episode offers key insights into the future of wealth management.

Read More
What You Need To Know About The Corporate Transparency Act! Thumbnail

What You Need To Know About The Corporate Transparency Act!

Join us in this episode as we delve into the intricate details of the Corporate Transparency Act (CTA) and its profound implications. Enacted to combat illicit financial activities and promote transparency, the CTA marks a significant milestone in corporate regulation, for better or worse. We navigate its key provisions, exploring how it requires certain businesses to disclose their beneficial owners and look at how it is being implemented in various ways in various countries.

Read More
Investing In An Election Year Thumbnail

Investing In An Election Year

Delve into the dynamic intersection of politics and finance as we explore strategies to navigate the markets amidst an election year. In this episode, we shine a spotlight on the political battlefields in 2024 from a Swiss wealth manager's perspective. We will cover key elements to consider during an election cycle. Our Team will share insights on the markets when it comes to ballot box season. Whether you're a seasoned investor or just getting started, our discussions will equip you with the knowledge to make informed decisions in an ever-changing political and economic landscape. Tune in for market analyses from a Swiss perspective that will empower you to harness the potential of your investments during election years.

Read More
 Exploring Offshore Wealth Management: 2023's Swiss Money Secrets Revealed  Thumbnail

Exploring Offshore Wealth Management: 2023's Swiss Money Secrets Revealed

Join us on the Swiss Money Secrets Podcast as we rewind through the top highlights of 2023 in offshore wealth management! In our latest episode, we revisit the year's most crucial discussions, offering insights into offshore banking's nuances for Americans. From understanding the proposed beneficial owner registries to navigating the U.S. bank crisis and exploring Central Bank Digital Currencies, we've covered it all.

Read More
 What is FATCA? What Americans with a Swiss Bank Account need to know.  Thumbnail

What is FATCA? What Americans with a Swiss Bank Account need to know.

Welcome to our latest Swiss Money Secrets podcast episode, where we delve into the intricacies of FATCA (Foreign Account Tax Compliance Act) and its impact on Americans holding Swiss bank accounts. In this discussion, we break down the critical aspects of the recent announcement about changes to the FATCA model used in Switzerland. Discover the essentials of FATCA compliance and how it affects American account holders at Swiss banks.

Read More
 Moving Offshore With Your Individual Retirement Account  Thumbnail

Moving Offshore With Your Individual Retirement Account

Discover the secrets to supercharge your retirement savings structure with our in-depth podcast episode on moving your IRA offshore. Join us as we demystify the benefits and intricacies of offshore IRA investing, showcasing how to diversify your portfolio and secure your financial future. We'll discuss the advantages of offshore IRAs, the various investment options available, and essential factors to consider when making this strategic financial move.

Read More
A Tale of Two Fiscal Choices: U.S. Debt Ceiling vs. Swiss Debt Brake Thumbnail

A Tale of Two Fiscal Choices: U.S. Debt Ceiling vs. Swiss Debt Brake

There is a tale of two fiscal choices: a debt ceiling or a debt brake; one has been proven to lead to uncontrollable government debt, and the other has led to a stable and well-maintained economy. In this episode of the Swiss Money Secrets podcast, the WHVP team (Swiss wealth management experts for Americans) sit down to discuss the U.S. debt ceiling in comparison to the Swiss debt brake. The episode will discuss the value of responsible government spending and how it can affect an economy and a country's population. There is never a perfect solution, but when it comes to investing and holding your financial assets in an investment, bank, country, or currency, fiscal policy will have its effects on the environment and its stability. Our episode will help American investors understand the difference in how governments' fiscal policies can either hinder or aid the economy and, in turn, maintain or destroy someone's hard-earned wealth.

Read More
BRICS: Are They Destroying The U.S. Dollar's Dominance? Thumbnail

BRICS: Are They Destroying The U.S. Dollar's Dominance?

The END of the U.S. dollar? In this episode of the Swiss Money Secrets podcast, the WHVP team (Swiss wealth management experts for Americans) sit down to discuss the recent BRICS meeting, what it might mean for Americans, the value of the USD, and the position of Switzerland amid a world that is trying to shift away from the West. The episode will discuss the BRICS meeting, how the world might look moving forward, and how the current players are positioned in it. While each media outlet speculates and either pushes fear or dismisses these nations, the WHVP team discusses the situation as is and examines how it might affect the investment world and, in particular, those who are holding USD or portfolios fully invested in the U.S. Market as it highly exposed to the risk of the declining value in the Purchasing power of the greenback.

Read More
USA & China Decoupling And A New World Reserve Currency? Thumbnail

USA & China Decoupling And A New World Reserve Currency?

In this podcast episode, the WHVP team sits down with Dr. Beat Habegger of Habegger Strategy to discuss geopolitical risks in the current climate. In addition, Dr. Habegger will answer questions pertaining to investors regarding geopolitical risks and how he sees the trends of the world moving. We hope you enjoy it!

Read More
Cook Islands Trusts For Asset Protection Thumbnail

Cook Islands Trusts For Asset Protection

On this podcast episode, the WHVP team sits down with Blake Harris of Blake Harris Law to discuss Cook Islands Trusts, asset protection, and privacy for Americans. In addition, the podcast will quickly cover the tax reference up for a national vote in Switzerland on how the country will allocate the extra revenue the country will receive from taxing corporations with the newish OECD global corporate minimum tax. We hope you enjoy it!

Read More