יום חמישי, י״ז תמוז תשפ״וThursday, July 2, 2026
Follow Us
Considering Buying a Property in Israel?
The best financial plans aren’t just about returns. They’re about aligning your money with your values and your future.
Markets go up and down. That’s normal. But your financial plan should stay grounded in the long-term future you believe in.
Planning ahead can make all the difference. Know your cash flow needs and give some thought to when and how you’ll convert dollars to shekels.
A strong portfolio doesn’t just deliver income—it reflects your identity. When your financial plan matches your values and risk tolerance, you're far more likely to stay the course during uncertain times.
Estate planning isn’t about checking a box. It’s about making sure the boxes talk to each other. And when your financial life crosses international borders, things get trickier than many people realize.
There’s an old saying: “What you don’t know can’t hurt you.” But when it comes to your money—especially U.S. brokerage and retirement accounts—that couldn’t be further from the truth.
Imagine a pilot landing a plane in the middle of a storm—no instruments, no navigation, just a gut feeling. That’s not just reckless; it’s dangerous. Yet, many investors approach the stock market the same way—acting on emotions, news headlines, or a sudden hunch that now is the perfect time to buy or sell.
The best investment opportunities don’t arrive with flashing neon signs. They appear when markets are shaky, headlines scream uncertainty, and most investors hesitate.
By Matt Solomon
Don’t Let the Tax Man Take More Than His Share
Waiting until a crisis hits is a recipe for stress, bad decisions, and family drama. Let’s get ahead of that before your next family gathering turns into a courtroom.
“The question isn’t at what age I want to retire, it’s at what income.”
Does your investing approach match your personality?
Most investors hate selling at a loss, but sometimes, losing money can actually help you save on taxes.
Protect your loved ones by organizing your estate—before life takes you by surprise.
My retirement plan is to find a time machine and go back to when things were cheaper.
Here are essential strategies to help you retire comfortably without unnecessary financial stress.
Take Charge of Your Financial Future—One Step at a Time
If you're an American living in Israel, you probably already know that managing your overseas investments and retirement accounts can feel like walking through a minefield; with the right guidance, you can turn complexity into opportunity, and make sure you're on track to meet your financial goals.
A client in his seventies recently sat across from me, voicing a worry that many retirees share: “I don’t have enough retirement income.” After retiring from a successful career, his income took a significant hit. Despite receiving a 7-figure inheritance, he was reluctant to spend it. He wanted to boost his income without risking his […]
“My emergency fund is so small, it’s more of a minor inconvenience fund.”
Managing U.S. investments from Israel doesn’t have to feel overwhelming.
Success and Burnout: Recognizing the Signs
For those seeking a diversified approach, Exchange Traded Funds (ETFs) provide a smart solution
What is a Financial Legacy Binder?
While the goal is to enjoy your golden years with freedom and comfort, reaching that goal requires thoughtful preparation. Here are some suggestions...
Our portfolios may appear as numbers on a screen, but they’re deeply connected to our lives, our emotions, and our sense of security. When the world feels uncertain, those feelings can magnify, making it harder to think clearly.
What’s a Liquidity Trap, and How Does It Happen?
Cross-border investing requires a deeper understanding of how each country’s tax laws apply to your situation.
Managing cross-border inheritances isn’t just about receiving assets; you must navigate the legal and tax systems of both Israel and the US
Providing strategies for managing U.S. capital gains taxes while living in Israel, tailored for high-net-worth investors.
Fully optimize your U.S. investments while living in Israel, you need to take steps that ensure your portfolio is performing at its best.
By carefully selecting and timing your donations of appreciated stock, you aren’t just managing wealth—you’re aligning your financial decisions with the values of tzedakah and community support.
I invested in the stock market and all I got was this nervous breakdown.
Early retirement promises freedom, but it requires careful planning, clear communication, and a solid understanding of the unique challenges
Money can often feel like a taboo subject, leading many to avoid critical conversations. However, avoiding financial discussions can lead to misunderstandings, missed opportunities, and financial strain.
This article explores solutions tailored to help expats manage their U.S. portfolios effectively, including tips on maintaining compliance and making timely decisions.
June 26, 2026 
