Global Perspective Blog

Posted: Oct 25, 2016
There are no limitations on how much money you can take out of your own bank account—it is your money after all—but there are governmental reporting requirements that need to be made by banks for transactions of certain type and size. The Bank...
Posted: Oct 25, 2016
The decision to leave a start-up carries with it a host of considerations that differ significantly from the choice to depart from an established public company.  Specifically, if you are considering leaving your start-up company, there are...
Posted: Oct 21, 2016
In late 2014 the Achieving a Better Life Experience Act (ABLE) was enacted to enable states to create tax-advantaged savings programs for young people with disabilities under section 529A of the Internal Revenue Code.  By 2017 many states,...
Posted: Sep 21, 2016
Are you adequately insured on your Homeowners insurance coverage? It was not that long ago that many homeowners in California could purchase “guaranteed replacement cost coverage” for their dwelling, and thus not really worry too much about the...
Posted: Sep 15, 2016
It has been a tough couple of years for the hedge fund industry.  The HFR Global Hedge Fund Index showed returns of -0.6% in 2014, -3.6% in 2015, and +0.8% through 8/31 of this year significantly underperforming the S&P 500 which returned +...
Posted: Aug 23, 2016
School will be starting up again soon. Perhaps some of you are sending your kindergartner off to school for the very first time with a shiny new backpack and lunch box in hand.  Or perhaps some of you are sending your youngest child off for...
Posted: Jul 26, 2016
Whether it’s the EU, ECB, FED, NAFTA, TPP, WTO, IMF, QE, ZIRP or now NIRP … the whole alphabet soup of established economic policy and international free trade seems to have come under intense scrutiny this year.  While our own domestic...
Posted: Jul 25, 2016
“A goal without a plan is just a wish.” ~ Antoine de Saint-Exupery Change is coming for all of us- no one is immune to it. Life itself is one big transition felt through various life experiences that range in their significance and pleasantness...
Posted: Jul 25, 2016
Even at the ripe old age of 100, the Federal Estate Tax – also affectionately known as the ‘death tax’ – is still steeped in controversy.  When it was first instituted in 1916 during the height of World War I, it was seen by...
Posted: Jul 25, 2016
When the Federal Reserve ended its stimulative bond buying program, commonly known as “Quantitative Easing”, some investors questioned whether the U.S. economy would be able to support itself without additional stimulus. Since that time, the...

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