Posts tagged as:

personal finance

How to play retirement catch-up

by Aaron Katsman on December 8, 2011

After having worked so hard and having “followed the book” when it comes to saving for retirement, many pre-retirees have seen their investment portfolios (not to mention their real-estate holdings) drop significantly in recent years

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This move to ‘buy local’ has recently seen roots planted in the banking industry, believe it or not. Upset at rising fees, lack of personal service and fear over solvency, consumers in the U.S. have started opening accounts at local credit unions and community banks.

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As I have mentioned many times there is no such thing as ‘one size fits all’ investing. Even young investors need to define goals and needs and invest accordingly. That being said a portfolio that features both dividend producing stocks as well as a significant international exposure is a good approach.

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As life expectancy continues to increase, the burden of both financially and physically caring for aging parents is one of the most important and pressing issues for adult children that exists today

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Investors: Do You Make These Common Mistakes?

by Aaron Katsman on November 10, 2011

Many individual investors believe that when they read an article about a particular company, they now possess information that is not widely known.

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Today I would like to look at international stocks as an option. International stocks? For many investors just the words ‘international stocks’ raises a red flag.

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Retirement Income: Are Non-Traded REITs a Solution?

by Aaron Katsman on October 27, 2011

NTRs have become popular because of the high level of income that they distribute, usually in the 7% range.

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Sharp Market Selloff: What Now?

by Aaron Katsman on October 6, 2011

Earlier this week the S&P 500 index(SPY) dropped into bear market territory-defined as a fall of 20%. Year to date Emerging market (EEM)indices are off over 30%,

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Buy Low and Sell High: US Real Estate?

by Aaron Katsman on September 22, 2011

Buy low and sell high. We are generally reminded of that old investing refrain when we make a bad stock pick and end doing the opposite, sell low.

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Blow the ‘LID’ off your retirement

by Aaron Katsman on September 15, 2011

They tend to prescribe “one-size-fits-all” retirement solutions, when by definition, retirement solutions need to be personalized.

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