Estate Planning: peace of mind starts with a plan
“The reason most people don’t plan is that they simply don’t know where to start.” – Karyne Mora, Head of Legal and Human Resources. Here is a universal fact: nobody is eternal and one day we won’t be there anymore. Looking at reality is sometime scary, and it can even paralyze us from acting […]
The Importance of a Proper Tax Strategy
Once the process of organizing and protecting your assets has started, various aspects will be analyzed, one of the most important being the identification of the appropriate tax strategy, seeking that the decisions that you make today, have the expected impact in the future. As we know, compliance with tax obligations is unavoidable since sooner […]
Property Tax: Tributary Family Heritage and Main Housing
The real estate tax is the one that the State assigns to real estate properties located in Panamanian territory and is calculated on the cadastral value of the property (value of land + value of improvements), which corresponds to the value captured in the National Authority system Land Administration (ANATI). The entity in charge of […]
Our technical tool to make better trading decisions
What is Technical Analysis? Technical analysis is a trading discipline that studies historical market data, including price and volume. It also uses insights from quantitative analysis to use past performance to predict future market behavior. The two most common forms of technical analysis are chart patterns and technical (statistical) indicators. Our team in K&B uses Phil […]
What is asset allocation and why does it matter?
What is Asset Allocation? Asset allocation describes how the funds in a portfolio are distributed among different asset classes such as equities, bonds, real estate, commodities, private equity and private debt. Those involve different levels of risk and return and play very different roles within a diversified portfolio. The weighting of each asset must meet […]
Our quantitative tool to optimize stock picking
What’s the Downside Risk Alert? The Downside Risk Alert, or DRA, is a proprietary financial indicator based on extensive fundamental research. It provides reliable and objective medium-term forecasts (from 3 to 24 months) of which stocks are most likely and least likely to underperform markets and helps investors making sound investment decisions based on objective […]
Permanent residency in Panama
There are multiple reasons why Panama is an attractive country for foreign investment. Its dollarized economy, the stability of its banking system, the importance of the logistics of the Panama Canal and its strategic position for the connection with the rest of the continent, are just some of the factors that place Panama among the […]
The audit or patrimonial diagnosis as a key tool of the patrimonial planning.
Just as we go to the doctor periodically to make a complete check-up of our health, the audit or diagnosis allows us to know the state of health of our patrimony. It is one of the most attractive tools of the Multi Family Office. To learn more about this topic, we spoke with Maxime Berthet, […]
Reflections on Cash Flow in the Time of Covid-19
In response to multiple calls from customers and friends about what to do and how to deal with the current situation in their companies and businesses, received during the last two (2) weeks, after the Government decreed a State of Emergency, on March 13, 2020, I will share with you the following note with my […]
How to Rent or Buy a property in Panama?
Like any country, Panama has its own processes for buying or renting real estate. Knowing the procedures and steps to follow allows to speed up the processes and avoid traps particularly for foreigners who buy or rent for the first time in the country. Process of renting real estate The process of renting in […]
