The Psychology of Investment Risk
Investing in the stock market is not solely a financial decision; it’s also an emotional one. Understanding the psychology behind investment risk is crucial. Many investors face anxiety due to market volatility, and it’s essential to recognize how these emotions impact financial decision-making. The key is to strike a balance between the potential risks and your emotional response to market swings…. Read more
Israeli investors, including American olim, who have U.S. investment portfolios tend to have a global outlook on the markets. They’re interested not only in investing in Israeli-based companies but in diversifying their assets with purchasing stocks or funds in other countries as well…. Read more
Investing is full of complexities and challenges. Whether one is a seasoned trader or a novice, understanding investment decisions is vital to financial success.
We often discuss risk tolerance and long-term security, but business ethics offers a fresh perspective…. Read more
In the world of finance, the term ‘ROI’ or ‘Return on Investment’ is often used to describe the gains you hope to make from monetary ventures. But there’s another kind of investment that promises even greater, more meaningful returns – investing in oneself. When you channel resources, time, and effort into your personal growth,… Read more
Navigating the world of cross-border finance can be complex, even more so when you’re looking for someone to guide you. Choosing the right financial advisors is crucial, as they not only manage your assets but also understand the unique challenges of cross-border investments. Here are three essential questions to ask a potential advisor:
1…. Read more
In the past six months, my life has been filled with joy as I welcomed two new grandchildren, and eagerly await the stork’s next arrival, b’shaah tovah! These dividends are the best ROI, return on investment, of being a parent! As a CFP® and cross-border financial advisor, the new babies remind me of the importance of planning for the future and leaving a lasting legacy…. Read more
Did you find the house of your dreams and now want to know what the best way to finance a home is? There are multiple options available and it can be difficult to determine which is the best one: should you take out a mortgage or liquidate investments and use that money?… Read more
Investing isn’t just about accumulating wealth; it’s also about creating a sustainable income stream that you can rely on for life. Benjamin Franklin said, “Money makes money. And the money that money makes, makes money.” That is all well and good, but in order to make this work, you need a smart investment plan…. Read more
Real estate investment trusts (REITs) can be a great way to diversify your portfolio. Before you invest in a REIT, it’s important to know the difference between “private”/“non-publicly traded” REITs and publicly traded REITs.
A REIT is an organization that owns, manages, and operates property. This can include residential and commercial properties,… Read more
When I help people manage their U.S. investment accounts, I often see a familiar dynamic where one spouse has a more active role in the family’s finances… to the point where the other spouse doesn’t really know what is going on.
I recently met with an older couple where the husband had handled the family’s finances…. Read more
