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 and Insights

Setting Financial and Investment Goals Thumbnail

Setting Financial and Investment Goals

Taking the time to put down your financial and investment goals may seem easy, but it is vital to have a guild to start this process. Doing your due diligence will allow you to ensure you begin the road to achieving your goals in the right direction. So let's get back to the basics of financial and investment goals and, more importantly, an investment strategy to set yourself up for success.

Read More
Understanding the "Money Illusion" Thumbnail

Understanding the "Money Illusion"

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology? The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology? It’s no surprise that a dollar today isn’t worth the same as a dollar was 20 years ago. This is the result of inflation. Inflation plays a major role in financial planning, whether you are conscious of it or not.

Read More
 Safeguard Your Future with an Offshore, Self-Directed IRA Thumbnail

Safeguard Your Future with an Offshore, Self-Directed IRA

Traditional IRAs allow you to save pre-tax money for retirement. If you are eligible to deduct contributions on your income taxes now and you anticipate a lower tax rate in retirement, then this is a good plan to consider. There are several types of IRAs but we, at WHVP, manage “Traditional IRAs” and “Roth IRAs”, administrated by a US trust Company.

Read More