Discussing the harsh realities of PFICs (Passive Foreign Investments Companies) and how they relate to Americans living in Israel.
If you ever wondered about why you should worry if a foreign currency falls, listen to this episode to learn about the interconnected global economy.
Explaining what a bubble is and how it occurs in a market. Is a burst bubble as bad as it sounds?
Money CAN buy happiness--IF you are buying the right things. The key is to stay humble.
Algorithmic trading is when a computer takes a certain set of variables and creates an algorithm that makes stock trading faster and more efficient--a useful tool for both advisors and investors. Learn if algorithmic trading is the right strategy for you
A global savings glut occurs when investors drive down interest rates. Is this trend coming to an end, meaning interest rates will climb? Do higher interest rates bring inflation?
Why women tend to shy away from financial decisions and how they can change their thinking.
Learn why millennials often face financial challenges, and what they can do to overcome them.
What is the right way to discuss finances in your marriage?
Tune in to learn just how powerful a shareholder’s voice can be.
Who wants to be a millionaire?
Explaining cash flow and how to make wiser decisions when it comes to cash flow.
Some common worries every investor has regardless of wealth status and what to do about it
Explaining how debt, surprisingly, might be a good thing for an investor’s bottom line.
She gives a brief history lesson on U.S. investing policies and why those policies have changed.
Emphasizing the importance of diversification and looking at the big picture.
Advising parents on how to build a positive family culture and become a high functioning family.
Discussing how to calculate your retirement income. and warning listeners that retirement is not a one-size-fits-all situation.
Discussing the importance of having a diverse education with Nobel Prize winner, Professor J. Michael Kosterlitz.
Why the U.S. has a promising future in the global market and how the millennial generation is part of that future
How to avoid tax problems that arise with international investments. and why real estate investments may provide the biggest tax challenge for international investors.
Harvard professor, Mihir Desai discusses his book The Wisdom of Finance: Discovering Humanity in the World of Risk and Return. and shares his belief that the financial system is broken and suggests how to return to a human-focused approach.
Discussing how overconfidence leads to poor financial decisions and why financial planners should help their clients maintain a realistic view of the markets.
Discussing the various investment strategies an investor can use during financial planning.
Advice for dual-citizen investors who have international investments, including how to view an investment as more than its currency value.