Posts
HOW SHOULD A RETIREE GAUGE INVESTMENT PERFORMANCE?
You can imagine, if somebody’s approaching retirement, and…
INTERNATIONAL GENERATIONAL WEALTH TRANSFER
With many parents in Israel for the holiday season visiting children…
STOCK MARKET PROGNOSTICATORS - BETTER TO FLIP A COIN
“I can’t predict the future, and I don’t have respect for…
INVESTING: THE SEAHAWKS AND DIVERSIFICATION
Okay, so my hometown team the Seattle Seahawks is in the Super…
YOUR INVESTMENTS: WHEN THE FINANCIAL ADVISER AND CLIENT ARE ON THE SAME PAGE
I recently met with a friend who made aliyah in the summer of…
FALLEN TREES AND FALLEN STOCKS
So it’s been two weeks since I walked on a sidewalk in my neighborhood…
YOUR ADVISOR AS FINANCIAL COORDINATOR
I recently met with a financially comfortable married couple…
AFTER SUMMER SELL-OFF, LOOK AT PREFERRED STOCKS
As recently as the beginning of 2012 there was hope that a recovering…
MORE FACTS ABOUT FATCA: PART 2 INTERVIEW WITH FELICIA SEATON
This is part two of an interview with Felicia M. Seaton, who…
HAVE ENOUGH TO RETIRE - AND HELP YOUR KIDS?
I recently met with an older couple who wanted to know if they…