I moved abroad in the past few years – what should I be doing with my money in the USA?

How do you help clients manage money across shekels and U.S. dollars?

We provide comprehensive investment solutions in both U.S. dollars and Israeli shekels. Our goal is to simplify your financial life by ensuring your assets are managed efficiently in both currencies. This allows you to maintain flexibility in spending, investing, and withdrawing funds in the currency that best supports your lifestyle and needs.

Can you set up multi-currency accounts?

Yes, we can assist in establishing multi-currency investment accounts that allow you to hold both shekels and U.S. dollars. While we are not a bank, our investment platforms are designed to support multiple currencies, offering flexibility for clients with cross-border financial lives.

How do you address exchange rate volatility in retirement planning?

Exchange rate fluctuations can significantly affect retirees living abroad. We take this into account when creating retirement income plans by modeling different currency scenarios, diversifying income sources, and ensuring sufficient liquidity in both shekels and dollars. This helps stabilize your income despite market or currency changes.

I moved abroad in the past few years – what should I be doing with my money in the USA?

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