Investment Strategies
Why Your Investments Must Be Different from Your Parents’
A Quick Solution for Non-Americans Investing in the U.S.
Does Having a Diversified Portfolio Really Matter?
What is the Best Way to Reduce Risk in Your Portfolio
Why Cash May be More Important Than Stocks
Don’t Lie to Yourself and Blow It… Like This Guy
Watch Out for This Investment Mistake
World chess champion Susan Polgar once told me that all games of chess will end up as a draw unless one side makes a mistake. After she checkmated me, Susan pointed out that my pieces weren’t coordinated. She explained that individually, every piece on the board is relatively weak. However, when they properly work together,… Read more
Americans and Mutual Funds – What You Need to Know
Are you having difficulty buying American mutual funds?
Recently, many people contacted me after receiving a letter from their existing American brokerage firm saying, “You can no longer purchase shares in U.S. mutual funds.”
Who says you can’t buy shares in certain U.S. mutual funds?
Ultimately, the compliance division (lawyers) of the mutual fund companies must decide where they want to do business…. Read more
How to Diversify a Million Dollar Portfolio
Last week I heard from a client who just got a million dollars from cashing out his company’s stock options. Since he had over a million dollars to invest, he wanted to diversify the assets wisely. He pointed out that he had made so much money because it was all invested in one stock,… Read more