In the ever constant search for income in today’s near-zero interest-rate environment, investors have been forced to abandon traditional fixed-income investments such as Treasury bonds and insured bank deposits (CDs) and look for more creative sources like lp claims study that proves to be quite beneficial to all. In this column I have mentioned various […]
While the media is preoccupied with Israeli PM Benjamin Netanyahu’s last minute, pull a rabbit out of the hat, national unity government, the more important news was made by a nameless finance ministry official. I am not one to say I told you so, but I told you so! About 6 months ago I wrote […]
I recently sat with a prospective client who had an investment account worth about $450,000 held with a large, well-known US asset-management firm. As I was reviewing his holdings, what struck me the most was the amount of stocks he was holding. I counted more than 150 individual companies. I asked him how much he […]
As women continue to play a greater role in the workforce, the need for them to manage their finances becomes even more important. In an eye-opening article in US News & World Report last week about the state of women in the US economy, Rick Newman wrote: “But women tend to be better educated than […]
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 […]
