Looking back, we can see how the coronavirus pandemic has provided investment opportunities, some of which delivered unusually strong returns. “Retrospective investing,” though, is a fool’s game. Since past performance can’t predict future results, we need to consider other approaches, not just historical gains, when designing portfolios.
How to invest if you lack prophecy
It’s amazing how many people tell me,… Read more
Today’s “Client of the Month Award” goes to Mrs. S. because of how she stepped out of her comfort zone and decided to understand her investments.
Who handles the money?
For convenience, many couples select one partner to handle the investment decisions. It’s OK to do that if that person has more expertise or enjoys dealing with the family’s finances…. Read more
Some successful investors figured out ways of making money from the corona pandemic. But when you hear their stories, are you really getting the truth?
Black swans
Economists often talk about “black swans” in the world of investing, meaning events that seem obvious in hindsight but aren’t evident at the time…. Read more
Click here to read the piece “Should You Have Bonds in Your Investment Portfolio?”.
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In the run up to the election, politicians lead the way in demonstrating how NOT to plan for the long term. Looking at their methods can be instructive for investors… as long as we do the opposite of what they do.
Another new party?
When I made aliya, I was amazed at how fractured Israel’s political arena was…. Read more
Here’s a valuable idea that could provide a real breakthrough in the way you look at your brokerage statement. Even if you feel overwhelmed with all the details in your brokerage statement, there’s a simple way to find the most important numbers.
No sense focusing on the cents
One of my clients appreciated that I had spent a lot of time teaching her how all of her investments worked,… Read more
Click here to read the piece “How to Make a Good Investment Decision”.
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