Investing is full of complexities and challenges. Whether one is a seasoned trader or a novice, understanding investment decisions is vital to financial success.
We often discuss risk tolerance and long-term security, but business ethics offers a fresh perspective…. Read more
I remember getting my allowance as a child. There was something so satisfying about tucking crisp bills into my wallet. The tangibility of the currency made it feel so meaningful. And typically, when I was receiving money from my parents, it meant I had completed something or achieved something. These tokens were my reward for a job well done…. Read more
In the world of finance, the term ‘ROI’ or ‘Return on Investment’ is often used to describe the gains you hope to make from monetary ventures. But there’s another kind of investment that promises even greater, more meaningful returns – investing in oneself. When you channel resources, time, and effort into your personal growth,… Read more
Navigating the world of cross-border finance can be complex, even more so when you’re looking for someone to guide you. Choosing the right financial advisors is crucial, as they not only manage your assets but also understand the unique challenges of cross-border investments. Here are three essential questions to ask a potential advisor:
1…. Read more
In the realm of personal finance, understanding your investments is vital. For example, just because your late husband had specific preferences for his portfolio doesn’t necessarily mean you should follow suit. Here’s why:… Read more
In the past six months, my life has been filled with joy as I welcomed two new grandchildren, and eagerly await the stork’s next arrival, b’shaah tovah! These dividends are the best ROI, return on investment, of being a parent! As a CFP® and cross-border financial advisor, the new babies remind me of the importance of planning for the future and leaving a lasting legacy…. Read more
Do you dream of joining the ranks of the world’s millionaires? Whatever your ambitions, understanding the different types of millionaires is a key to success. From net-worth millionaires who’ve accrued their wealth through investments, to asset-value millionaires whose fortunes lie in tangible assets, to cash-flow millionaires who leverage the power of passive income,… Read more
I’m fascinated by AI tools and find my curiosity only heightens when I aim to incorporate them into my everyday life (full disclosure: this article is penned by a living, breathing human—not AI). Though Robo-advisors and Certified Financial Planners (CFP®) both strive to provide sound financial advice, there exists a vast contrast in their approach and overall capabilities…. Read more
Did you find the house of your dreams and now want to know what the best way to finance a home is? There are multiple options available and it can be difficult to determine which is the best one: should you take out a mortgage or liquidate investments and use that money?… Read more
