I recently met with a financially comfortable married couple that has investment accounts all over the world, and different managers looking after each separate account. At first glance, one would think that they were happy with their investments, but this is not the case. During the meeting, they told me that they both grew up […]
Marielle Jan de Beur often catches the 6:27 a.m. train to Grand Central Terminal, waiting on the Westchester platform with a swarm of dark-suited men, and then walks 10 blocks to a Park Avenue office fronted by the fountain where Audrey Hepburn cavorted in “Breakfast at Tiffany’s,” playing a woman scheming to marry a wealthy man.
When you read a personal-finance article, have you ever wondered what the terms “investment objective” and “risk tolerance” actually mean? When I ask potential investors what their investment objective is, they invariably answer, “To make money. Isn’t that everyone’s goal?” However, although there is some truth to that response, there are also other factors involved. […]
Often, people have a habit of accepting certain mantras as truth, without ever questioning the logic behind them. Then this idea gets repeated over and over again, becoming accepted by almost all people. A few years ago I attended Shimon Peres’s President’s Conference. Global political leaders, influential businessmen from Israel and abroad and academics came […]
Imagine the following situation: I recently met with a couple who wanted to know if they had enough money for both of them to retire within the next 10 years, as well as marry off their three daughters and provide them with considerable wedding gifts. This couple doesn’t earn a lot but are financially well […]
As recently as the beginning of 2012 there was hope that a recovering US economy would allow the Federal Reserve to start raising interest rates from the near-zero-percent level. This would be good for the millions of retirement and fixed-income investors who have been scrambling for the last few years to figure out a way […]
Here are some good articles on both retirement and general investing. This content is worth a few minutes of your time to read. Over at the Alliance Bernstein blog Kathleen Fisher explains how to maximize returns using both retirement and regular investment accounts, i.e., which investments should go into which account. Do you understand the […]
Here are some good articles on both retirement and general investing. This content is worth a few minutes of your time to read.Over at the Alliance Bernstein blog Kathleen Fisher explains how to maximize returns using both retirement and regular investment accounts. i.e. which investments should go into which account.
Here we go again. Thought the dollar had stabilized against the major global currencies? Well guess again. After a strong nine months that saw the greenback run circles against most global currencies (the shekel is an exception), the recent appointment of Janet Yellen as new Federal Reserve head, the dysfunctional US government during the recent […]
This is part two of an interview with Felicia M. Seaton, who has been practicing US law since 1996 and is also licensed by the Israel Bar Association as a foreign attorney. She focuses her practice on US income-tax compliance and US estate-planning law for Americans and Israelis residing in Israel.We spoke earlier about what […]
