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The Insured Portfolio: Your Gateway to Stress-Free Global Investments Hardcover – August 30, 2010

3.6 out of 5 stars 9 customer reviews

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Product Details

  • Hardcover: 256 pages
  • Publisher: Wiley; 1 edition (August 30, 2010)
  • Language: English
  • ISBN-10: 047057514X
  • ISBN-13: 978-0470575147
  • Product Dimensions: 6.3 x 0.9 x 9.3 inches
  • Shipping Weight: 15.2 ounces (View shipping rates and policies)
  • Average Customer Review: 3.6 out of 5 stars  See all reviews (9 customer reviews)
  • Amazon Best Sellers Rank: #1,035,173 in Books (See Top 100 in Books)

Customer Reviews

Top Customer Reviews

By David Merkel on February 12, 2011
Format: Hardcover
Do you have a lotta money? Lotsa, lotsa money? And is it liquid? More than $5 million? If so, I have a book that could help you, The Insured Portfolio: Your Gateway to Stress-Free Global Investments (Agora Series).

There are risks that the rich want to avoid, or at least minimize:

Losses from lawsuits
Estate taxes
Income taxes
Lack of flight capital, if things go really bad
Inflation, or loss of purchasing power
Fear of US degeneration: Do you want leave the US, renounce your citizenship, and minimize/eliminate your tax liability in the process? It can be done, at least at present.
The first chapter describes the rise and decline of America. It is a bit harsh, but for one following demographic trends, it is accurate. So, why should you keep money in America, if things are so bad? (Uh, stable politics, relative freedom...)

The second chapter introduces international investing, because diversifying internationally offers greater possibilities for profit and capital preservation, given the greater tendency of the US to inflate the currency. To the authors, it is a panacea, and I find it somewhat unrealistic.

The third chapter goes into wills and trusts. How do you want to distribute your money after you die? How much control do you want until then?

The fourth chapter describes insurance policies that minimize taxation, while allowing for limited asset diversification. The strategies are pretty basic, I have seen better.

The fifth chapter goes into tax havens. Where can you minimize taxes and other costs best? I found this to be pretty boilerplate; if you pay attention, the tax havens are well-known, with their relative liabilities.
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Format: Hardcover Verified Purchase
This book presents some ideas on preserving your wealth by moving it off shore (It's all legal).

It's main focus is wealth preservation and not wealth creation.

Sure it talks about global investing through international fund investing, but it also recommends you spend $10,000 to get a legal opinion before going forward.

So if Spending ten grand is a worth while investment to ad a layer of protection to your investments, this book does present several options.

As for me, that kind of insurance would take years to make up..., even with above average yields.
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I took the time to read this book and I was curious to just where the realistic wealth line is drawn so I attempted to give the authors a call. Good luck trying! Sent back and forth to 3 different people at Sovereign/Agora who didn't even recognize the book! My guess its its in the 5m and above range as mentioned by one comment. Good luck trying to get a real answer!
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This is a informative book on investing internationally. I feel good to have learned new information on investing outside the us markets. I would buy another book like it!
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I just could not get my mind into this one. It may be just what someone else is looking for, just wasn't my cup of tea.
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