When clients prepare their estates, they often ask me advice when writing a will. I’m a good person to consult with, since my office frequently deals with the practical side of a will. In other words, when clients pass away, their heirs approach us since we’re the ones who actually help them get hold of their inheritances. … Read more
Do you feel worse off when the dollar drops against the shekel? Though some people love to guess future currency moves, watch out for the trap of making a big bet on one currency. A dual citizen, residing in one country and keeping assets in another, should consider currency diversification.
What funds are best for me?… Read more
Everyone makes mistakes. What separates the winners from everyone else is how they fix their mistakes.
When playing chess, it’s easy to make the wrong move. If you notice your mistake while the game is on, you can choose one of three responses:
The Russian invasion of Ukraine wreaked havoc on the global markets. Without belittling the pain of those directly hurt by military action and seeking refuge, those of us in safety are left wondering how this crisis might impact our investing.
While Russia takes up great swarths of land, its economy accounts for a small fraction of the world’s global output…. Read more
