Over the last decade trillions of dollars have flown into automated wealth management platforms all over the world. The basic idea is that technology can help anyone, regardless of how much money they have, get access to a low-cost, globally diversified passive investment portfolio that is automatically rebalanced. Given the abysmal results of the overwhelming … Read more
The information contained in this article is for general educational purposes and should never be viewed as specific investment, tax, or legal advice. In January 2017 the Israeli government opened an account for every Israeli child under 18 (“חיסכון לכל ילד“). Since then, money has been deposited in to these accounts each month and all … Read more
The year was 2018. I was working in hi-tech and earning well. My wife and I smartly decided to open an Israeli investment account. I had recently learned about a new product called Kupat Gemel Lehashkaa (KGL). It sounded incredible (hindsight: it isn’t ideal for most): tax-free investing, deposits of up to 70,000 ₪ per … Read more
Welcome to your one-stop shop for everything you need to know about Keren Hishtalmut. Keren Hishtalmut (KH) is a great tax-free investment account, available to many employees (at the employer’s discretion) and to all self-employed individuals. Contribute the maximum you can to it (though read on for self-employed US citizens). Optimize your fees, think carefully … Read more
In 2007, Israel expanded the tax benefits for new immigrants to Israel. New Olim (and qualifying returning residents) are entitled to a very significant tax benefit when they move to Israel – an exemption for ten years on reporting and paying taxes on all non-Israeli sourced income. The practical ramifications of this law confuses many … Read more
This article is based on a paper by Nick Maggiulli of Virtus Investment Partners. Past performance is not indicative of future results. This is not investment advice, is for general purposes only, and does not take into account your individual needs, investment objectives and specific financial circumstances. Let’s say you want to invest and can … Read more
Navigating multiple financial systems effectively has always been a challenge to contend with for those of us who move to Israel. The good news is that innovation and competition are leading to simpler and more cost-effective solutions to some of the common money-management obstacles many of us Olim face. Advancements in financial technology are making … Read more
The information contained in this article is for general educational purposes and should never be viewed as specific investment, tax, or legal advice. Since starting this blog I have received many interesting questions regarding the financial issues Olim deal with. One of the questions I have received from multiple different readers centers around what to … Read more
This article is for general educational purposes only and should not be viewed as legal, tax, or investment advice. These investments and platforms may not be the right for you and we always recommend conducting independent research before making any financial decisions. Many Americans living in Israel want a better understanding of the investing options … Read more
The information contained in this article is for general educational purposes and should never be viewed as specific investment, tax, or legal advice or a recommendation of any platform or service. In this article, I will walk you through some of the steps and important factors to consider when deciding the best platform for you … Read more
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