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Entries by Aaron Katsman

You can’t predict your portfolio’s future—so do this instead

December 24, 2015 in , /by

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?

December 23, 2015 in , /by

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?

December 12, 2015 in , , , /by

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

December 8, 2015 in , /by

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

December 3, 2015 in /by

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 […]

YOUR TAXES: PORTFOLIO ADJUSTMENTS FOR YEAR-END

November 26, 2015 /1 Comment/in , , /by

 Whether you have realized gains or losses in your portfolio, some tactical moves now can end up saving you thousands and thousands of dollars With just a few weeks left in ’15, it’s time for investors to make some portfolio adjustments that can create tax savings and get their portfolios ready for the upcoming year. […]

Don’t let overconfidence define your risk profile

November 18, 2015 in , /by

http://www.marketwatch.com/story/dont-let-overconfidence-define-your-risk-profile-2014-11-18?mod=mw_share_facebook&n_play=546bb763e4b0205dc5c26b04   Financial advisers spend a lot of time trying to understand a client’s risk profile. They often employ questionnaires that ask myriad 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 […]

Retirees should resist the urge to speculate on stocks

November 3, 2015 in , /by

http://www.marketwatch.com/story/retirees-should-resist-the-urge-to-speculate-on-stocks-2015-11-03 I was recently at a compliance meeting, and during a break for coffee, I struck up a conversation with an elderly man. We got to talking and he told me that he has started actively trading stocks in order to help supplement his retirement income. He said he used a free demo that a […]

Four common retirement-planning mistakes to avoid

October 27, 2015 in , /by

http://www.marketwatch.com/story/four-common-retirement-planning-mistakes-to-avoid-2015-10-27 We all make mistakes. The key in most facets of life is to learn from those mistakes and avoid repeating them. Unfortunately when it comes to retirement, I have seen investors repeat the same mistakes over and over again, and the long-term damage caused is great. For individuals looking for a comfortable retirement, here […]

5 Places to Invest Internationally Now

October 22, 2015 in /by

https://www.dailyworth.com/posts/2198-5-places-to-invest-internationally-now   Traditionally, most American investors have invested in American companies. But in today’s global marketplace, investors who stay strictly focused on U.S.-based investments may be missing out on opportunities for higher returns. Stocks in some international markets pay much higher dividends than those in the United States, and bond yields in some international markets […]