I recently gave a webinar on the subject of the Windfall Elimination Provision (WEP), which generated lots of feedback. Evidently, the WEP affects many American olim. Many American citizens who have made aliya weren’t aware that their moving to Israel and receiving a pension in Israel would affect Social Security payments…. Read more
If you’re ready to get serious about a multicurrency life, here are some key ideas you need to know.
Reference and Living Currency
The first thing you have to know is the difference between a reference currency and a living currency. A reference currency is the currency that you use to measure your net worth…. Read more
With the current news, investing can be a scary business. It’s great when you make money, but terrible when you lose. Even paper losses can hurt.
While investing can be nerve racking, it doesn’t need to be. If your investments are made according to your financial plan, and you maintain your desired asset allocation, … Read more
On Wall Street, risk means the possibility of losing some, or even all, of your original investment. Risk is the chance that your final investment return will be different than what you expect it to be. The risk/return tradeoff is the balance between the lowest possible risk one is willing to assume and the highest possible return one can hope to achieve based on the risk taken…. Read more
You’re about to read an article about how to choose stocks to buy. If you’d rather not choose your own stocks, but still think you should have them in your portfolio, consider using an “institutional money manager.” Learn how the big players have their portfolios managed in the video called,… Read more
Two common investing strategies are growth investing and value investing. While both have the same objective of increasing principal, they each have different ways of achieving that goal.
Growth investing
Growth portfolios invest in corporations whose profits are expected to grow rapidly. This generally includes such companies as pharmaceuticals,… Read more
When building your investment portfolio, keep the following three tips in mind:
Diversify your investments
It’s never a good idea to keep most of your money in a single stock or investment. Even if the firm is solid, you never know what the future may bring. If the company tumbled,… Read more
Are you wondering what to do with your investments while interest rates and yields are low?
Perhaps the most important tool for investment success is your asset allocation. This means spreading out and diversifying your investments, rather than focusing on one type of investment, or putting money into a single sector,… Read more
As every investor knows, it’s hard to protect yourself in a volatile market. But what about crazy uncertainty, like when the media tells you that corona virus will shut down the economy for months – or maybe years? What is the best way to plan in a climate of uncertainty?
Asset allocation
Asset allocation means don’t put all your eggs into one basket…. Read more
Strategic thinking isn’t only useful in games, but can help increase your assets. Carefully applying the skills of a chess grandmaster to your finances can yield benefits.
Evaluate your current position
First things grandmasters do is evaluate their position. Look at the entire board before considering your next move…. Read more
