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.
A reciprocal purchasing agreement worth $550 million was recently signed between the Industrial Cooperation Authority at the Israeli Ministry of Economy and the Intel Corporation, bringing the scope of the chip manufacturer’s investments in Israel to over $6 billion since 2006.
End-of-year reports show 52 Israeli companies were acquired for some $15 billion, nearly double 2013′s exits worth $7.6 billion.
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” […]
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 […]
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 […]
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 […]
