Wealth manager with global clientele. Author of Retirement GPS:How to Navigate Your Way to A Secure Financial Future with Global Investing(McGraw-Hill)
@leadlagreport When the Fed raises aggressively it's not great for stocks.when they raise in a more measured manner, stocks do fine. Can you break out of your analysis what type of raising rate environment we had when new highs were made?
If we learn one glaring thing from this past week's Parsha, it is clearly this: even in the best of families, sibling rivalry can rear its ugly head. Do yourself and your children a favor and make sure your estate planning is in order.
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It often frustrates me the often looked over elements of this past week's Parsha. Let's take a financial planning lesson from Joseph and learn how to make the most out of abundance that comes our way.
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After a year of market volatility, what can the lessons about Hanukkah teach us about the power of a long term investment plan?
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Believe it or not, receiving a substantial inheritance can leave you worse off than you started if you do not plan accordingly. In this flashback episode show, I share with you the importance of TAKING YOUR TIME before making financial decisions.
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Thank you Adena for joining us on the show this week!
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Listen to this week's full episode here ➢➢
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Thanks again Adina for joining us on the podcast this week!
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Listen to this week's full episode here ➢➢
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Most major global markets are down over 15% this year. It might be hard to believe but some good can actually come of these losses with some strategic, tax-efficient planning.
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When planning your financial future, should you rely on an inheritance coming through in those plans? We get into this topic and more on this week's blog:
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Thanks again Zia for joining us on the podcast this week! Make sure to check out her second-hand bookstore Sefer Ve Sefel.
Make sure to subscribe to the podcast so you don't miss a thing (available on all podcast apps).
Listen to this week's full episode here ➢➢
During this time of market volatility, it is important to remember the MOST crucial aspect of determining how to react: your PERSONAL time horizon. Learn more on this week's blog:
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While many people use this time of year to focus on the spiritual side of their lives, it appears that there are good halachic reasons to get back to basics financially as well. Wishing you all a shana tova u'metuka 🍏🍯
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While we are heading into Rosh Hashana, thinking about how to spend money to make the holiday beautiful and meaningful for our families, now is a perfect time to think about how giving to others fits into our financial plan for the new year.
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On the road of life, there are sure to be many bumps along the way. When those bumps do come up - especially when it comes to your finances - it's important to remember that following the process is the key to success.
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Listen to The Aaron Katsman Show on the go by subscribing to our podcast (available on all podcast apps).
Enjoy the latest show featuring @aweitmann of Champel Capital here ➢➢
https://t.co/gFmcj7gT9z https://t.co/mRV1ZyS9iI