Investment Strategies
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
Are Foreign Investments Good for Your Retirement Portfolio?
Why is it Difficult to Follow Financial Advice?
Can a Brokered CD be Considered the Key to Financial Success?
When it comes to investing in CDs (bank certificates of deposit), brokered CDs are gaining more and more attention. With the recent increase in interest rates, clients can now get between 4% and 5% on insured bank deposits (as of January 2023). Brokered CDs are an attractive option because they allow clients to diversify their holdings in many banks through one U.S…. Read more
Skyrocketing Interest Rates Draw Yield-Seeking Investors in Droves
3 Things to Know to Sound Smart When Buying Bonds
Did You Get Bad News About Your US Brokerage Account
The Best Dividend There Is
Today I’m not going to present a list of high-dividend producing stocks, but rather share my thoughts on the best dividend you can receive…a grandchild.
After recently becoming a grandfather again (welcome to the world Yotam Amichai!), I can confidently say that having a grandchild is the best dividend ever! Talk about compounded joy,… Read more