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Many Americans living in Israel want a better understanding of the investment options available to them beyond employer-sponsored retirement and pension plans. Confusion around this topic is compounded by the PFIC issue—discussed in more detail below—which makes many Israeli investment and savings vehicles poor choices for Americans. This article focuses specifically on the relatively limited … Read more
Choosing the right investment platform isn’t always straightforward—so in this guide, I’ll walk you through the key steps and things to think about. If you haven’t yet moved to Israel, this article may not be relevant to you—at least not yet. This post also does not apply to retirement accounts. If you made Aliyah with … Read more
A newborn child may have 65 or more years until retirement. That means decades for investments to grow and compound—an advantage no adult reader can match. Time is the magic ingredient that can turn a relatively small investment into a meaningful sum, and children have a lot of it. Of course, investing for your children … Read more
Sometimes, knowing where to start is the hardest part. In this post, I’ll walk through some of the best options available to investors living in Israel who want to maintain existing—or open new—investment accounts using U.S.-based platforms. I’ll also highlight some common and costly mistakes to avoid. The information contained in this article is for … Read more
Currency rates are often top of mind for many people in Israel. For those of us with income and/or savings outside the country, there’s a real concern that the shekel could continue to strengthen, reducing the value of our assets held abroad. American retirees in Israel who rely on low-risk retirement savings and Social Security … 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. The world of finance is vast, but here is the good news – you don’t have to be an expert or a master stock-picker to be a good investor. In fact, once … Read more