http://www.marketwatch.com/story/money-mistakes-to-avoid-after-a-spouses-death-2015-09-04 I met earlier this week with a lady who had lost her husband about a year ago. She explained that she was never really involved in the family finances, and after her husband passed away, she was overwhelmed. She said that she didn’t know what to do first and decided to go online and […]
http://oxfordclubradio.com/episodes/biotech-stocks-global-investing-and-the-gop-debate-w-aaron-katsman-president-ceo-of-lighthouse-capital/ On this episode of Oxford Club Radio, Marc starts by discussing last week’s GOP debate – and comments by Jeb Bush – from an economic perspective. Then he welcomes Aaron Katsman, author and President/CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. The two talk global investment opportunities, current market […]
Earlier in the week I counseled a couple that is getting married in a month. They said that both sets of parents were pushing them to buy an apartment within the first year of getting married. They said that paying rent is a waste of money and it’s better to take out a mortgage and […]
Forever young, I want to be forever young Do you really want to live forever? Forever young. – Alphaville When you are young it’s difficult to think about the future. If 5-10 years may seem like an eternity it’s hard to blame 20 something’s for not thinking about 30-40 years down the road. For my regular […]
It budget time in Israel which means special interest groups line up with their hands open waiting for goodies to be delivered. We hear calls from our esteemed politicians how they are changing national priorities and will deal with long-neglected sectors of society. They will deliver money and all will be swell. We go through […]
“The biggest risk is not taking any risk… In a world that changing really quickly, the only strategy that is guaranteed to fail is not taking risks.” – Mark Zuckerberg When I ask potential investors what their investment objective is, they invariably answer, “To make money with no risk. Isn’t that everyone’s goal?” As long as […]
As many of you know, in addition to advising clients with their investment portfolio, I work with debt ridden families to help get them out of debt as well as give them the tools to become financially independent. I was recently speaking with one of these families and they asked me to define “financial independence”. […]
As I prepared to return to Israel this summer, I was struck how so many people that I met on my vacation greeted me with a “welcome home”. True that technically Seattle was where I grew up and that since I was back for a few weeks I was “returning home”, but let’s face it, […]
“Life is not so much about beginnings and endings as it is about going on and on and on. It is about muddling through the middle.” – Anna Quindlen This is the season of new beginnings and endings. Of course we are in the middle of wedding season, which in many ways is the […]
It’s practically an investing axiom that government bonds are much less volatile than equities. But that depends on how you look at it.
