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The Financial Resource Network - Israel (FIRN) is an exclusive group of financial service professionals working together to meet the unique needs of multi-national citizens (and businesses) living and working in Israel. Through our offices in Jerusalem and Beit Shemesh, our advisors have been serving individuals, families and businesses in Israel for over 15 years. FIRN uses a holistic financial planning approach to address our clients' total financial needs, including: setting financial goals, tax planning, investment and wealth management, retirement and estate planning, and charitable giving. Budgeting often is a significant part of the package. FIRN's particular expertise is in rebalancing finances that are located in several countries and tax jurisdictions.

LATEST NEWS
Use the form to the right to contact the FiRN Librarian, Karen Poll, Librarian@IsReNet.com, to receive any item you would like to receive. Copy the item number into the text area of the message to receive your copy from our library.

This page contains our most recent articles, begining in 2013.

For older collection return to Library #1  Library #2 (→2012)


All items are free and are designed to make you a better informed client.

SUBJECTS

The library is divided up; into a number of major subjects.  To find the material for any given subject, press its name in the list below.  This will take you to the items in that category.  Several categories have sub categories.  Each category has its titles given in alphabetical order. 

The Financial Resource Network also provides a one-time free counseling service. Call  972-2-622-3065 for help.
FIRN works differently from virtually ail other financial service providers, particularly in Israel.

The Financial Resource Network - Israel (FIRN) is an exclusive group of financial service professionals working together to meet the unique needs of multi-national citizens (and businesses) living and working in Israel. Through our offices in Jerusalem and Beit Shemesh, our advisors have been serving individuals, families and businesses in Israel for over 15 years. FIRN uses a holistic financial planning approach to address our clients' total financial needs, including: setting financial goals, tax planning, investment and wealth management, retirement and estate planning, and charitable giving. Budgeting often is a significant part of the package. FIRN's particular expertise is in rebalancing finances that are located in several countries and tax jurisdictions.

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Insurance related
Investing - Basic concepts
Investment Timing, Asset Allocation related:
Israel Investing
Israel Taxes & related issues:
Managers of Investment Managers
Offshore investing, structures, etc..
Precious metals  collectibles
Real Estate investing
Retirement Planning:
Scam & theft related
Stocks-Shares Investing
Taxes - other jurisdictions
UK taxes, investing, retirement planning
USA - taxes, social security, etc.
Wills - Trusts - Estate Planning

Advisors & Advice
Banking & related structures
Bonds & Debt investing
Budgeting & family finances related:
Business related
Children, adolescents - financially related issues
Commodity related investing
Currencies
Economic predictions & analysis:
Employment related issues:
Equity, Bond and traditional Funds
FiRN literature - French
FiRN Literature & Forms
Hedge, Alternative, Structured products:
Helpful info - non-investment
Home-buying renting mortgages & RE investing
IFA practice management

Advisors & Advice                            Return to Topics List
          
ns.
1994  (request PDF 508)


Banking  and Related Structures
             
Return to Topics List
 


Bonds and Debt Investing                  Return to Topics List




Business Related      Return to Topics list


Children, Adolescents - Financially Related Issues      Return to Topics list



Commodity Related Investing                               Return to Topics list


Currencies                  Return to Topics list


Economic Predictions & Analysis:                Return to Topics list



FiRN Literature - French       Return to Topics list

FiRN Literature & Forms        Return to Topics list


Hedge, Alternative, Structured Products:       Return to Topics list



Helpful Info - Non-investment         Return to Topics list



Home-buying Renting Mortgages & RE investing         Return to Topics list

Affordable Housing the Haredi Way (Ha'aretz) `12-08  #410
gThe Haredi community is working with the government to build thousands of new homes that will sell for less  than NIS 500,000 apiece in the planned city of Harish."
August `12 (request PDF 410)

Survival Guide for the Part-Time Landlord (Ha'aretz) `12-06  #401
The most important thing when renting out a property is the renter, and good instincts need to be developed and the right questions asked. This article discusses how to make the most on your real-estate investment.
June `12 (request PDF 401)

Accounting Services For New Apartment Buyers- to Solve 3 Problem Areas (Sher) `12-02  #515
3 problems and solutions in regard to Real Estate closings.
February `12 (request PDF 515)

IFA Practice Management               Return to Topics list


Insurance Related                   Return to Topics list

Healthy Diagnosis (Int'l Adviser) `11-12  #371
A review of health insurance possibilities for expatriates who cannot easily get good coverage where they currently live.
December `11 (request PDF 371)

4 Important Questions to ask about Life Insurance (Fidelity) `12-08  #400
How does life insurance work? What types of life insurance are available? When is the right time to buy life insurance? How much life insurance do you need?
August `12 (request PDF 400)

Life Insurance - How Much is Enough? (Money Magazine)  #446
Life Insurance calculator.
(request PDF 446)

Investing - Basic Concepts & Principles             Return to Topics list

Fidelity Incites ETF Price War  (MarketWatch) `13-10  #465
This article discusses how Fidelity competes by offering a no brokerage fee cost  ETFs.
October `13 (request PDF 465)

The Perils of Ascribing Meaning to a Random Event (NY Times)`13-10  #467
gLife is random, and at times, we'll have to act with limited information. That said, we shouldn't cheat ourselves out of the opportunity to take advantage of all the information we do have. And it's rare that one moment in time will give us enough information to make the big decisions."
October `13 (request PDF 467)

3 Investment Behaviors to Overcome (Janus) `13-10  #469
This article discusses how your "portfolio's worst enemy may be you."
October `13 (request PDF 469)

Picking a Winner (Int'l Advisor) `13-07  #462
This article discusses the five things to look out for when choosing a structured product.
July `13 (request PDF 462)

Investing Without Certainty (STEP) `13-02  #485
This article discusses the need for good diversification particularly in difficult times.
February `13  (request PDF 485)

Is Trend Following Dead (Attain Capital Mgmt.) `12-11  #426
This article discusses "taking a step back, look at how and why trend followers do what they do...and build a portfolio that makes sense for you."
November `12 (request PDF 426)

True Diversification (STEP) `12-11 (STEP)  #521
This article "outlines the results of recent research into portfolio diversification."
November `12 (request PDF 521)

A Sample Retirement Portfolio Using the Bucket Approach (Morningstar) `12-09  #428
gThis aggressively positioned sample portfolio illustrates how the increasingly popular "bucket" strategy works. Here's your assignment: Gather up all of your retirement accounts and shape them into a portfolio that will supply you with the income you'll need during your retirement years. Oh, and one other tiny to-do: You'll also need to make sure you never run out of money, even though you don't know exactly how long you'll need it."
September `12 (request PDF 428)

How to Pick Stocks Without Getting Burned (Fidelity) `12-06  #416
Individual  investors,  burned  in  the  financial meltdown, have continued to flee the U.S. stock market even as it has doubled.  The article explains what the individual investors should be doing.
June `12 (request PDF 416)

Godfather or Superman? (ifaonline.co.uk) `12-05  #389
Financial Services?  The question is whether you are getting a service or just providing profits for
others.                                   
May `12 (request PDF 389)

Introducing iShares and EFS (Blackrock) `12-05  #390
A basic explanation of Exchange Traded Funds.
May `12 (request PDF 390)

The Most Important Question to Ask About Specific Investments (NY Times) `12-05  #420
gDoes this investment fit in my plan?"
May `12 (request PDF 420)

How to Protect Yourself from Your Own Investing Ignorance (NY Times)  `12-04  #419
This article discusses diversification vs. ignorance.
April `12 (request PDF 419)

Achieving Absolute Return Targets (Miton Optimal) `12-03  #386
Why buy and hold asset allocation strategies don't work well and why strategic thinking works better.
March `12 (request PDF 386)

Everyone Should Use the Overnight Test (NY Times) `12-01  #417
 gA friend of mine recommends what he calls the Overnight Test. Ask yourself what you would do if someone came in and sold all of your investments overnight. The next morning you wake up and you're left with 100 percent cash in your account." What would you do?
January `12 (request PDF 417)

How to Get Real About Risk (NY Times) `11-12  #418
This article discusses investment risk planning.
December `11 (request PDF 418)

How to Inflation-proof Your Portfolio (Fidelity) `11-04  #388
gTips to help protect your investments against inflation's corrosive effects."
April `11 (request PDF 388)

Year-To-Date 2011  #510
This article discusses how to read annual reports.
2011 (request PDF 510)

Is There a Better Way Than Buying High, Selling Low? (Financial Times) `95-03  #439
This article discusses mutual fund investing strategies and gives a few simple rules to help investors make money from funds rather than lose it. Unfortunately, most investors buy when everyone is talking about the market, precious metals, etc., instead of having a rational investment plan.
March `95 (request PDF 439)

For Want of a Will (Fidelity) 1994  #440
gWhen your plans are in order, the unexpected is less likely to occur. But leave your finances a mess and you could be asking for trouble."
1994 (request PDF 440)

Developing Your Own Perspective on Risk Management (Forbes) 1994   #508
This article discusses "how the investor can gain a clear idea of his or her overall risk picture" and reviews the investor's goal and time horizons.
1994  (request PDF 508)

Guides to the Investment Classics (Worth) 1993  #507
These articles are a digest of investment classics (5 pages).
1993 (request PDF 507)

Investment Timing, Asset Allocation Related:        Return to Topics list

The Skinny on Momentum Investing Strategies (Fidelity) `13-11  #447
Momentum investing: "A "trendy" investing strategy does just that, but the difference is that it's done systematically and with a plan. A momentum strategy basically follows trends -- but it's not only about buying the hottest stocks or assets. The strategy can be used as an attempt to reduce risk as well as outperform."
November `13 (request PDF 447)

Why Market Timing Doesn't Work (MarketWatch) `13-10  #464
This article discusses what is wrong with traditional market timing. Written by one of America's leading market timers in the 1970s, 1980s and 1990s.
October `13 (request PDF 464)


Israel Investing                   Return to Topics list
 

Israel Taxes & related issues:                Return to Topics list


Managers of Investment Managers        Return to Topics list



Offshore Investing, Structures, etc:                   Return to Topics list


The Secrets of Asset Protection Revealed (Offshore Financial Review) 1994  #444
This article explains Asset Protection Trusts.
1994 (request PDF 444)

Precious Metals  Collectibles               Return to Topics list


Real Estate Investing               Return to Topics list




Retirement Planning:           Return to Topics list



Scam & Theft Related         Return to Topics list



Stocks-Shares Investing         Return to Topics list


Taxes - Other Jurisdictions           Return to Topics list



UK Taxes, Investing, Retirement Planning:        Return to Topics list



USA - Taxes, Social Security, etc.        Return to Topics list

"

Wills - Trusts - Estate Planning   Return to Topics list


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