Your parents should live and be well. The question is: will they leave you an inheritance, and if so how much? When planning for the future should you factor in an inheritance? When working on financial plans for clients the trickiest issue that usually comes up is inheritance. Inheritance is one of those issues that […]
Trying to cherry-pick a market low is virtually impossible. A mistake investors often do is to try to time the market and guess when an asset will bottom out. But it’s very rare when an investor can pick the exact market low. As I write this column on the 15th anniversary of my mother’s passing, […]
There have been many studies that show that women are better investors than men. An article in SmartMoney recently quoted a study confirming what many had already known: “A new study by Barclays Capital and Ledbury Research found that women were more likely to make money in the market, mostly because they didn’t take as […]
While stock markets have settled down from the wild volatility that we saw in the second half of 2011, many investors are still feeling a bit unnerved. I recently met with a young investor who has managed to accumulate a nice-sized portfolio for his age. He told me he had been investing on his own, […]
The common wisdom being bandied about by analysts is that Greece needs a bailout and must remain part of the euro zone or else a global financial Armageddon will ensue. According to the Sydney Morning Herald, International Monetary Fund Managing Director Christine Lagarde said during a speech in Germany, “We need a larger firewall,”warning that […]
What does the Super Bowl have to do with your finances? Aside from spending a lot of money on food and drink to eat during the big game, it’s the need to have a good quarterback (QB). The common denominator between the New York Giants and the New England Patriots is that they both have […]
Remember the US Dollar? Pundits across the financial spectrum were writing off the greenback due to the huge Obama deficits, the continued printing of money, rising commodity prices and that the rest of the world was catching up to America. Well, what a difference eight months makes. Throw in a European debt crisis and all […]
As more and more baby boomers hit retirement age, and with interest rates at record-low levels, the question is how retirees can generate the income they need to meet their expenses. I’d like to focus on a popular strategy used by financial advisers: the bucket strategy. This strategy became mainstreamed after the book Buckets of […]
If you are an investor, the best investment you could have made this year was to buy a few bottles of Rolaids. With all the stomach-churning volatility that has symbolized the stock market for 2011, the only relief has been some antacid. All joking aside, to say that 2011 has been a tough year for […]
Last week, I wrote about how the “so-called” middle-class tax cut is going to cause damage to both the Israeli economy as well as to those in the lower and middle classes. Now it seems like the Finance Ministry, led by Yuval Steinitz, is trying to outdo itself by dramatically increasing the taxes on luxury […]
