Some successful investors figured out ways of making money from the corona pandemic. But when you hear their stories, are you really getting the truth?
Black swans
Economists often talk about “black swans” in the world of investing, meaning events that seem obvious in hindsight but aren’t evident at the time…. Read more
In the run up to the election, politicians lead the way in demonstrating how NOT to plan for the long term. Looking at their methods can be instructive for investors… as long as we do the opposite of what they do.
Another new party?
When I made aliya, I was amazed at how fractured Israel’s political arena was…. Read more
For the past several months, pundits have been talking about the current economic crisis and downturn in the economy. How long can an economic crisis last, and what ramifications does it have for your investment portfolio?
Economic turmoil can wreak havoc with short-term investing. If you know you’ll need cash in the short-term,… Read more
“With everything going on, how bad will the markets get?” a client asked me recently. We were examining his U.S. brokerage portfolio, including his IRA (Individual Retirement Account), and measured the balance he had between stocks, bonds, and cash. Lacking prophecy, I asked him a question back, “What are the top three reasons you think the markets will drop?” “Easy!” he replied,… Read more
“I was very glad that your team was available when I needed you last week,” a client told me. “With the world economy shuttered, I was happy that I had access to my investments.”
During the corona virus panic, non-essential companies had to close down. But companies like ours, who have been entrusted with helping people deal with their money, … Read more
If you have an investment account at JPMorgan, you might soon get a “Dear John” letter from them. According to a Bloomberg article, in order to focus more on their domestic business, JPMorgan has decided to close the accounts of clients in more than 50 countries.
These clients,… Read more
