Wealth Fortress Trust

Fortress - Asset Protection

Strangely enough, it seems that QE2 came and went with very little fanfare. Much like the Y2K fear, it seems to have been overblown in the markets with even treasury bonds showing slight gains. The markets have shrugged off bad economic data and with minor glimpses of hope in the housing sector; everyone seems to [...]

EscapeWealth Launch

This week I am going to keep this exceptionally short and sweet. I have been busy working on a new, but related business venture. We have partnered with EscapeArtist to now run their asset protection portal – EscapeWealth. I am very excited about this project as it allows us to partner with the world’s leading [...]

Asset Protection for Your IRA and 401K

Over the past year I have written several times about the potential for the US government to nationalize private retirement accounts like IRA’s and 401k’s.  If you aren’t including your retirement accounts in your asset protection planning, you are fooling yourself into thinking they are safe.   Of course I know you all think, “That [...]

I’m Not Chicken Little

Last night I was working a bit on the computer on a couple of new projects. I found years ago that running multiple monitors dramatically increases my productivity. I keep various tasks on the monitors eliminating the need to switch back and forth. It really is a time saver. On one of the monitors I [...]

The Black Crow Event

Happy Cinco de Mayo mi amigos!  (Sorry, this was last week’s newsletter).  As you are all most likely aware, today is the day to celebrate drinking beer and eating fish tacos…and oh yeah, the Mexicans defeating France in 1862.  But never mind that nonsense; let’s have another pitcher of Dos Equis. This is how most [...]

Uncle Ben’s Free Gift

While at a social event yesterday with a group of about 40 entrepreneurs, I was bombarded with questions regarding the economy, investing, and ‘geo-arbitrage’. On the topic of ‘geo-arbitrage’, a good friend of mine, Phil, has asked me on several occasions what is the appeal of moving abroad. Over the last 2 years, I spent [...]

Are We Slaves to the State?

It’s that time of year again; the season that everyone loves to hate; tax time. Personally, I don’t completely despise paying taxes as much as I despise the complications of tax reporting and the use of tax dollars. Don’t get me wrong, our current tax system in the US has reached a point where it [...]

On the Path to Socialism???

Over the past couple of years we keep hearing various media outlets and bloggers debate about whether or not America is on the path to socialism. Many people talk about the destruction of privacy from Bush’s Patriot Act, while others discuss the nationalization of the healthcare system from Obamacare. According to dictionary.com, the definition of [...]

The Procrastinator’s Doctrine

Over the past week I have spoken to a few existing and potential clients who still seem reluctant to ‘pull the trigger’ on completing their own asset protection plan. Yesterday, I spoke to a woman who mentioned that she realizes it is something she needs to do, but is struggling with the idea of spending [...]

5 Steps to Eliminate Investment Risk

Like many of you, I am an investor and a trader. If you are also in the markets today, you are surely finding it to be increasingly difficult to locate safe places to stash your cash. In the past year we have seen silver go from $16/oz to $36/oz. We have seen gold go from [...]