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Entries by Aaron Katsman

LIVING OUTSIDE THE US: UNDERSTANDING FATCA

April 28, 2015 in /by

I recently interviewed Felicia M. Seaton (www.feliciaseaton.com), 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. Can you explain FACTA? Seven million US “persons” […]

Time to dump high-dividend stocks?

April 8, 2015 in , /by

http://www.marketwatch.com/story/time-to-dump-high-dividend-stocks-2014-04-08?fb_action_ids=10151930958806292&fb_action_types=og.likes With interest rates near zero, investors have been desperately seeking yield. As a result, one of the hottest trades for investors over the last four to five years has been buying large companies that pay high dividends. Looking for another reason for the run-up in dividend stocks? Because investors were scared out of their […]

Don’t fall prey to retirement scams

April 1, 2015 in , /by

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 […]

3 tips to play retirement catch-up

February 14, 2015 in , /by

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 […]

AFTER THE BETA TRADE IN EMERGING MARKETS

October 22, 2014 in /by

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.