Share to Twitter Share to Linkedin Name: David Katz Firm: Merrill Lynch Wealth Management Location: New York, New York AUM: $1.8 billion Forbes Rankings: Best-In-State Wealth Advisors, Top Next-Gen Wealth Advisors, Top Next-Gen Wealth Advisors Best-In-State Background: Katz, 39, has been with Merrill Lynch since he was 19 years old as an intern while still an undergraduate at the Yeshiva University Sy Syms School of Business. He credits his father for his passion for business and finance, describing himself as the son who followed him around. It was during his senior year following that internship that he realized wealth management was the industry in which he wanted to work. Investment Philosophy/Strategy: For Katz, profiling a client by figuring out their risk tolerance and financial goals is the most important element of an investment strategy. In a debate of active versus passive, he sees both as useful for clients in … [Read more...] about Merrill Lynch Advisor Uses Discipline Learned In Religious School To Manage $1.8 Billion For Clients
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Leave The US: Best Places For Expats To Live
Share to Twitter Share to Linkedin In the wake of the overruling of Roe v. Wade, there’s been a massive surge in interest in how to move out of the U.S . But wondering where to move? Time to consult the experts. Every year, InterNations —the world’s largest expat community—polls expats around the globe to find out the best and worst places to live. InterNations recently revealed its Expat Insider 2022, which ranks countries by analyzing factors such as work life, the quality of living and the local cost of living. The Winner: The Best Place To Live The best destination to live as an expat in 2022? Mexico is the winner, with 91% of expats saying they are happy with their life South of the Border. Drilling down, Mexico ranks first for the ease of settling in and second for personal finances. But there are some drawbacks. “Safety is probably the biggest issue,” says InterNations founder Malte Zeeck. Among expat women, Mexico ranks 33rd out of 36 … [Read more...] about Leave The US: Best Places For Expats To Live
Wealthy Chinese are losing their favourite escape route to Europe
A view of Praca do Comercio in Lisbon, Portugal, May 11, 2021. - A + A NEW YORK/LISBOA (Aug 3): For wealthy Chinese looking to flee stifling pandemic lockdowns and political tensions, Portugal has a lot to offer. Mild weather, a laid-back and affordable lifestyle and investor visas that allow access to the whole European Union — all for as little as 350,000 euros. It’s a pitch that’s lured thousands of Chinese over the past decade, helping to reshape Portugal’s urban landscape as part of a tide of new money that reached US$1 billion annually at its peak in 2014. Eight years on, that wave is drying up. It’s not for lack of demand. Quite the contrary: more wealthy Chinese are attempting to leave — or at least prepare a backup plan — as the country’s Covid-Zero policy has dented economic growth. Investment migration consultancy Henley & Partners estimates 10,000 high-net-worth residents are seeking to pull US$48 billion from China this year. In the past, some … [Read more...] about Wealthy Chinese are losing their favourite escape route to Europe
Dole gives P120-M worth of cash-for-work aid, assistance to Abra quake victims
Several buildings in Bangued town were damaged after a 7.0-magnitude earthquake jolted Abra on July 27. MANILA, Philippines — The Department of Labor and Employment has released over P128 million of cash-for-work aid and financial assistance to residents of areas hit by the magnitude 7.0 earthquake in Abra, Labor Secretary Bienvenido Laguesma said in a statement on Thursday. Laguesma said the assistance has benefitted 16,526 victims of the strong tremor which struck northeast of Lagangilang, Abra on July 27, claiming 11 lives. “The bulk of the assistance or over P57 million was mainly coursed through the Tulong Panghanapbuhay sa ating Disadvantaged/Distressed Workers or Tupad,” Laguesma said. “The remaining part of the fund went to financing our continuing programs such as skills training, government internship program, livelihood and Akap,” he added. Tupad is the agency’s cash-for-work program used for disaster response while Akap refers to the one-time financial aid … [Read more...] about Dole gives P120-M worth of cash-for-work aid, assistance to Abra quake victims