http://www.marketwatch.com/story/dont-fall-prey-to-retirement-scams-2014-04-01 As Alan Greenspan said, “Any informed borrower is simply less vulnerable to fraud and abuse.” The same holds true for investors. As time marches on and the generation of baby boomers approaches retirement age, there has been a big push in the investment community to cater to its needs. Most professionals have the […]
http://www.marketwatch.com/story/3-tips-to-play-retirement-catch-up-2014-02-14 A good friend of mine called me up the other day. He sounded panicked. I asked him what the problem was and he proceeded to tell me that he just had a birthday (it was a round number that started with a four) and he was panicked that he didn’t have enough money […]
PwC Israel: In 2014, many more mature Israeli high-tech companies preferred an IPO to being acquired.
Retirees searching for income are stuck.
Yields on traditional fixed-income instruments are in the 1%-2% range. For those investors with a more balanced approach, that is, not looking to use high yielding stocks as a replacement for bonds, it may pay to look at high-yield bonds.
With the US dollar poised to rise, there’s never been a better time to reposition into global bonds as your core mandate. But when you do, it’s critical to fully hedge that global portfolio against currency risk.
It’s getting harder to generate equity returns in emerging markets (EMs). Simply chasing the index—the so-called beta trade—won’t do the job anymore. But with a more discriminating, active approach, we believe investors can still capture opportunities in the next phase of the EM growth evolution.
“Keep Calm and Carry On” reads a popular World War II–era British motivational poster. We think the first half of the slogan is good advice for bond investors in today’s uncertain markets, but we’d substitute the second with “Go Global.”
Over the last two weeks four clients have contacted me saying they have found old stock certificates. One was a neighbor who had been sorting through some papers after his mother’s death. After rummaging through countless boxes and drawers, he discovered that his mother had kept a safe-deposit box after her husband passed away. When […]
Due to advances in medical care and a focus on living a healthier lifestyle, exercising and eating properly, we are all living longer. In fact, since the 1950s, the average lifespan has increased by over 10 years. However, this increase in the length of our lives raises the question of how to finance those added […]
Financial advisers spend a lot of time trying to understand a client’s risk profile. They often employ questionnaires that ask a myriad of questions to try and pinpoint the time period of an investment, investment knowledge and how one would react in various market scenarios. The problem with these questionnaires is that they only paint […]
