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
What is the goal of your investment portfolio? Do your investments just serve you, or do they have a broader reach? Many investors’ ultimate goal is to create wealth that will enable them to meet personal financial goals and make a lasting impact on the world. If this describes you,… Read more
Cross-border investment and pension planning can be very complicated, and wrong decisions can cost you extra in taxes. Recently, I participated in a meeting with a pension advisor and a shared client. The pension advisor suggested certain programs for the client that would save him Israeli tax and build up his pension in Israel…. Read more
