Goldstein On Gelt

Are You Taking Too Much Risk with Your U.S. Investments?

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Synopsis

Are You Betting Your Future on “If”? If you’re living in Israel and managing U.S. brokerage or IRA accounts, here’s a tough question: are you confident in your investment plan or just crossing your fingers and hoping the market doesn’t drop? Managing money across two countries isn’t just about tax forms and exchange rates (though yes, there’s plenty of that). It’s about making sure your plan can actually handle the curveballs life and the market throw your way. Too often, investors assume they’re doing just fine… until they’re not. Most of us check our account balances more than we check our strategy. But here’s the problem: a big balance doesn’t always mean you’re winning. It might just mean you got lucky. And luck isn’t a financial plan. Don’t Rely on “If” to Retire “If the market gives me 10% this year…”  “If the dollar stays strong…”  “If nothing goes wrong…” Sound familiar? Building your future on a bunch of “ifs” is like planning a beach wedding without checking the weather. You need m