Author Archive for: Aaron
Entries by Aaron Katsman
SHOULD YOU “SELL IT ALL”?
Global stock markets are selling off quickly. The price of oil is heading to$20 a barrel. A wave of energy company debt defaults is around the corner. Chinese growth has stalled. A few European banks have called on investors to sell everything except for government bonds. 2016 will make the subprime crisis of ’08 […]
Managing finances after death of a spouse
It’s hard enough to deal with the loss of a spouse on an emotional level. For many widows/ers though, their new financial reality can be even more intimidating. Even after losing parents, asset management is important even if you will not be in a mental state to do it. However, with the help of lawyers […]
YOUR INVESTMENTS: TIPS TO RIDE OUT VOLATILE MARKETS
One thing we have lost, that we had in the past, is a sense of progress, that things are getting better. There is a sense of volatility, but not of progress. – Daniel Kahneman, “Here we go again” North Korean nuclear test, a quickly slowing Chinese economy, Apple stock plummeting after iPhone production cut, rising […]
RISING INTEREST RATES: LOOK AT HIGH-YIELD DIVIDEND STOCKS
Market pundits including yours truly, have been talking about the Federal Reserve raising interest rates for what seems like an eternity. With rates at record low levels, it makes sense that the only direction they can go is higher. The question is not only when they will start to rise, but how investors should position […]
You can’t predict your portfolio’s future—so do this instead
http://www.marketwatch.com/story/you-cant-predict-your-portfolios-futureso-do-this-instead-2014-12-23?fb_action_ids=10152443084336292&fb_action_types=og.shares “Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window.” — Peter Drucker It’s easy to predict which way the market will move, correct? I have been inundated with client emails with doomsday articles on how the stock market […]
Should pre-retirees lower their expectations?
http://www.marketwatch.com/story/should-pre-retirees-lower-their-expectations-2013-12-23 Travel to Europe and the Far East. Take up golf. No question that with more free time your retirement years can be costly. I have been on the radio circuit of late promoting my book “Retirement GPS: How to Navigate Your Way to A Secure Financial Future with Global Investing” (McGraw Hill), and have […]
ARE YOU A CONSERVATIVE INVESTOR?
When meeting with prospective clients I try and get a feeling for how much risk they are willing to take. When I start asking about their risk profile the most common answer I hear is “conservative.” From my very unscientific study it would seem that the overwhelming majority of investors are conservative. But with over […]
These year-end portfolio tweaks could save you money
With just a few weeks left in 2015, it’s time for investors to make some portfolio adjustments that can create tax savings and get their portfolios ready for the upcoming year. So far this year, markets have behaved in a roller-coaster fashion. Whether you have realized gains or losses in your portfolio, some tactical moves […]
HANUKAH: EDUCATING CHILDREN ABOUT MONEY
Hard to believe but in a few days the holiday of Hanukah begins. This past week, in what used to be contained just to the United States, consumers around the world were blitzed with black Friday and cyber Monday advertisements. They were urged to whip out their plastic and start shopping because, well, everything is […]
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