In honor of WHVP's 30 year anniversary, we take a trip down memory lane and highlight some of the most important milestones of the past three decades.

I discovered my love for investment finance while in my first two years of university. I saw the beauty in the markets and saw that it was a source that could be tapped for helping others achieve their financial goals and provide for themselves as well as their future generation. The love for finance is spurred by my upbringing in the rocky mountain air, where I was taught to expand my existence in efforts to improve the lives of others.

Meme stocks make headlines - but do they make good investments? Before the next hot stock emerges, here's what to know about meme stocks.

Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.

NFTs are one of the latest buzzworthy investment trends - but what exactly are they? We've got your biggest questions answered.

Jamie and Richard talk about currency alternatives to the US dollar, busting myths around Offshore Investing, and Switzerland as an Offshore Financial Jurisdiction. They also talk about the Next Generation of Wealth and discuss some differences in how Men and Women value Financial Advisors.

Despite the worries about the Delta variant, it seems that, broadly, markets move independently. However, following the reporting period, many companies were able to present results that are even in line with the expectation at the beginning of 2020 before COVID-19. Accordingly, over 50% of all companies listed on the S&P 500 and the STOXX Europe 600 received a buy recommendation. However, not all industries are that lucky, talking in particular about travel and leisure. There, you will find companies that have changed into sideways movement with some tendency of a downward motion. They still trade considerably below their highs reached right before the pandemic measurements hit the economy. Accordingly, quite some potential remains should the borders open again, and tourism becomes broadly possible.

Market psychology can be tricky to navigate, but you can keep it from affecting you. These eight tips can help you to work around these financial market cycles.

The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.

With the 2020 Tokyo Olympics in full swing, here are a few lessons we can all learn from Team USA.

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Inflation can have a detrimental effect on retirement savings. However, there are several approaches you can take to protect your retirement from inflation. Here's how.

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

Switzerland currently shows its qualities in many aspects. The International Monetary Fund praised Switzerland for how it traversed the economic implications of the current financial crisis. 2021 also showed a wonderful display of the underdogs conquering giants, as Switzerland was able to defeat the current world cup champions of France in soccer in the European championship. It is a very big deal for the Swiss, as they will move on to the quarterfinals, an accomplishment not realized in nearly a century by the small Alpine nation. However, despite these pleasant pieces of news, the globe is still facing a variety of challenges...

There is a degree of risk in any financial investment. How comfortable you are with this statement may give you a clue as to your risk tolerance. You can think of risk tolerance not only as how much you are willing to lose on your investments but rather how much uncertainty you can live with from day to day. Are you the type to sit and watching to stock ticker pass by all day? If so, does it fill you with dread or excitement? Or do you wish to have an asset manager do it with you? These are the kinds of questions you should be asking yourself. The answers will, in turn, help you pick out an investment portfolio that is right for you.

Jamie Vrijhof-Droese, a Managing Partner at WHVP Ltd., spoke about opening and managing an offshore bank account. Among the advantages of opening offshore accounts, it is worth noting the withdrawal of part of the funds outside the country, taking advantage of investments in other regions. According to Jamie, if you take 20-30% of your assets offshore, it will reduce the level of volatility and increase the level of capital stability. Jamie also talked about why Switzerland is an excellent financial center. For example, a low level of public debt, when compared with the United States, as well as a stable economy. Regulation.

Over the last few weeks, the G7 committee laid out plans to impose a minimum corporate tax rate of 15%. Companies looking to attract investors and minimize their tax burden have been able to find countries willing to give them a lower tax rate; this, in turn, helps the company grow and maintain value. Switzerland is one of the countries that attracts companies to its economy by using competitive tax rates. It is part of what makes Switzerland's economy so strong and competitive. Even though the Swiss government plans to sign on to the agreement for a global minimum tax rate, they are developing a subsidies plan to encourage the larger corporations to stay.

One of our Managing Partners, Jamie Vrijhof-Droese, was a guest on Angelina Carleton's podcast this week where she articulates why non-Swiss investors, such as Americans, bring a part of their wealth and portfolio to our company as well as her thoughts about gold and crypto-currencies. She also overcomes various myths around offshore investing. Jamie explains what a new client can expect when they open an account as well as what private banking means specifically in Switzerland. As the second generation to her family’s business, she shares a few success stories about the benefits of geographical diversification.

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

If you own assets outside of the United States, it's important to understand your potential tax obligations. What's a FATCA, and who does it impact? Here's what you'll need to know.