How many of us put off reviewing our investment portfolios or never get started because we can't find an hour or two to get organized and understand what our goals and needs really are? Meet with your financial advisor TODAY.
Ben Zoma said "Who is wise? One who learns from every man." I would postulate, if you would like to learn how to be rich... you should learn from rich people.
Today we are discussing Money and Marriage. Money is the number one cause of divorce... so what can we do about it? Let's work on improving our communication.
The stock market can be like a roller coaster. Sometimes we get spoiled by month after month of stock market gains.... and sometimes we get really queasy when in the span of hours it all comes crashing down.
Today we will be defining some key terms - investment objectives and risk tolerance - and figuring out how they impact our financial goals.
11 min
About The Aaron Katsman Show
From the publisher's feed
In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA.
Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States and Israel.
Aaron has over twenty years’ experience helping people open and manage their investment accounts in the United States. Securities are offered through Portfolio Resources Group, Inc. (www.prginc.net). Member FINRA, SIPC, MSRB, FSI.
*Disclaimer: All content on this show and website is intended for general information purposes only.