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
Investment Strategies
Will Your Investments Help You Realize Your Dreams?
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
Is There a Better Way to Monitor Financial Success than Measuring Your Net Worth?
3 Steps to Picking the Right Financial Professional
Do You Know the Most Important Number on Your Statement?
What’s the Best Tool for Making Money in Your Portfolio?
Do You Want to Avoid Extra Taxes on Your Investments?
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
What is the Best Way to Reduce Risk in Your Portfolio?
The Not-So-Secret Secret Tool I Use to Help Clients Make Money
The Power of Viktor E. Frankl’s Teachings for Financial Success
As a financial planner, I have heard countless stories from clients who are in financial turmoil. People tell me about making bad choices with their money, about dreams put on hold, and about money lost. Yet, here is one story that stands out: a client who found financial success through Viktor Frankl’s teachings…. Read more