Close menu
Close menu Log in

Unlocking Passive Income: Tech Entrepreneur Litan Yahav's Mindfulness and Stress Management Strategies

Discover how tech founder Litan Yahav manages stress and achieves success through mindfulness and goal setting. Learn his...

Sam Miller
Sam Miller
May 25th, 2024
Podcast cover of Vyzer On featuring Sujata Shyam's Passive Income Unlocked episode with Litan Yahav discussing stress management and mindfulness

Elevate Your Financial Journey

Get Tips, News, & Updates

Podcast cover of Vyzer On featuring Sujata Shyam's Passive Income Unlocked episode with Litan Yahav discussing stress management and mindfulness
Sam Miller
Sam Miller
May 25th, 2024

Unlocking Passive Income: Tech Entrepreneur Litan Yahav's Mindfulness and Stress Management Strategies

Discover how tech founder Litan Yahav manages stress and achieves success through mindfulness and goal setting. Learn his strategies for thriving in the entrepreneurial world.

Businessman Analyzing Financial Data and Drawing Growth Graph for Tracking LP Investment Progress.
Joan Charanas
Joan Charanas
May 8th, 2024

Tips for Tracking Limited Partners (LP) Investments

The private markets landscape in 2023 presented a mix of challenges and opportunities for limited partners (LPs). Despite a 22% decline in fundraising from the previous year,...

Alvearia selects Vyzer for private market investment tracking
By Sam Miller May 7, 2024
Sam Miller
Sam Miller
May 7th, 2024

Alvearia Selects Vyzer as Preferred Partner for Investment Tracking in Private Markets

Alvearia, a leading co-investment community, has chosen Vyzer as its preferred partner for investment tracking in private markets. This strategic collaboration aims to provide...

Funds vs. Syndications Guide for LP Investors: Financial Strategy Analysis with Graphs on Economy and Investment Research
Edward Rockwell
Edward Rockwell
April 10th, 2024

Funds vs. Syndications: A Comprehensive Guide for LP Investors

As an LP investor, you've likely invested in both funds and syndications, two popular investment vehicles in the world of alternative investments. While you may have experience...

Financial Portfolio Management and Planning for LP Investors Growth - Advanced Tracking Techniques for 2024.
Joan Charanas
Joan Charanas
April 4th, 2024

Advanced Techniques for Limited Partners to Track Private Investments Portfolio in 2024

Investing is not just about accumulating assets but strategically managing and growing them over time. As the United States economy navigates a path of uncertainty, characterized...

Understanding the Market: Key Trends in Commercial Real Estate - Aerial View of Modern City Skyline
Joan Charanas
Joan Charanas
March 6th, 2024

Understanding The Market: Key Trends in Commercial Real Estate

While real estate offers plenty of opportunity for profitable investment, commercial real estate, in particular, offers several advantages for investors, including economies of...

Fidelity logo with data flow lines to Vyzer, symbolizing secure wealth management integration
Lior Karol
Lior Karol
February 22nd, 2024

Vyzer's New Fidelity Integration: Advancing Secure Wealth Management

We're thrilled to unveil a major upgrade to the Vyzer wealth management experience. By joining forces with Akoya, we're offering Fidelity account holders unprecedented efficiency...

Two glasses of champagne celebrating the ease of managing investments with Vyzer, allowing investors to focus on loved ones instead of spreadsheets.
Sam Miller
Sam Miller
February 14th, 2024

A Simple Love Note to LP Investors: Vyzer Is Here for You

Dear Friends, This is a special note from us at Vyzer to you. We think of you as more than investors. You're part of our community. We're here to make things easy for you because...

Modern glass architecture of corporate headquarters in downtown, depicting emerging commercial real estate hotspots in 2024, set against an urban cityscape and blue sky.
Sam Miller
Sam Miller
January 31st, 2024

Emerging hotspots in commercial real estate in 2024: The top 7 US cities

Spotting Rising Stars - What to Look for in Emerging CRE Markets

Diverse Insurance Products: Protecting Your Assets - Online Insurance Concept with Icons
Edward Rockwell
Edward Rockwell
January 23rd, 2024

Diverse Insurance Products: Protecting Your Assets

Insurance coverage plays a significant role in any smart investor's financial planning and asset protection measures. The right insurance policies safeguard your personal assets...

Investment finance growth chart illustrating stock market trends and financial success, symbolizing effective investment tracking strategies for passive investors
Joan Charanas
Joan Charanas
January 14th, 2024

Investment Tracking for Passive Investors

Passive investing promises market-like returns over long time horizons through a buy-and-hold strategy. However, realizing ambitious growth projections requires periodically...

Father and Son Enjoying Quality Time at Sunset - Symbolizing Setting Goals and Creating Lasting Memories in 2024
Sam Miller
Sam Miller
January 3rd, 2024

How to Achieve Your Boldest Goals in 2024: Making Resolutions That Last

Think back to a year ago when you rang in 2023, goals and ambitions fresh in mind. Yet somehow those resolutions you confidently set lost steam as the months dragged on. Before...

Businessman Analyzing Tax Deductions and Investment Benefits on Digital Tablet - Smart Tax Strategies for W-2 Employees
Edward Rockwell
Edward Rockwell
December 26th, 2023

Strategic Tax Planning for W-2 Investors: Maximizing Deductions & Growing Your Wealth

As the year draws to a close, taxes are top of mind for many W-2 employees. Preparing taxes can be notoriously confusing, especially when you factor in deductions, tax brackets,...

Arrow diagram showing revenue rising year over year with percentages indicating steady growth, illustrating the concept of assessing investment returns at year end.
Sam Miller
Sam Miller
December 5th, 2023

Closing the Year Strong: Best Practices for Evaluating Your Investment Performance

As the year ends, it's crucial for investors, especially those with private investments, to step back and assess their investment performance. Private investments, known for their...

Close-up hands noting financial report with market trend graphs for due diligence in private investments
Joan Charanas
Joan Charanas
November 30th, 2023

Essential Due Diligence Checklist for Private Market Investments: The 6 Questions Every Investor Should Ask

Even experienced private equity investors should continue honing their due diligence checklists. Using a set of key questions allows you to dig deeper into new funds and avoid...

Sustainable Commercial Real Estate
Joan Charanas
Joan Charanas
November 22nd, 2023

Sustainable Commercial Real Estate: A Look into the Future

In the dynamic landscape of the commercial real estate market, sustainability is emerging as a key driver of future trends and investment strategies. Amidst a mix of robust demand...

Comparison logo image of Mint vs Vyzer highlighting alternatives for financial management and investment tracking
Litan Yahav
Litan Yahav
November 7th, 2023

Vyzer vs. Mint: The Next Generation of Financial Management

The personal finance landscape is shifting. With the unexpected announcement that Intuit has decided to phase out Mint by the end of the year, many users are seeking new Mint...

Mature couple smiling while researching wealth management strategies on a laptop at home.
Grant Chen
Grant Chen
October 29th, 2023

Strategies to Ensure Your Wealth Endures: Investor's Guide

In today's evolving economic landscape, ensuring the endurance of wealth is more than a mere luxury—it's a necessity. For those who have amassed substantial assets, safeguarding...

Seedlings on coin stacks with windmills in the background, symbolizing purpose-driven investing and sustainable growth
Sam Miller
Sam Miller
October 24th, 2023

Investing with Purpose: Aligning Your Values with Your Portfolio

Money talks, but it can say much more than dollars and cents. Have you ever found yourself wondering if there’s a more fulfilling way to invest your hard-earned money?

Individual using a laptop displaying insurance and investment goal icons, symbolizing the integration of life insurance into investment planning
Edward Rockwell
Edward Rockwell
October 15th, 2023

What Types of Life Insurance Align Best with Your Investment Goals?

Life insurance is like a financial safety net, providing peace of mind for you and your loved ones. It's a topic that might not be the most exciting, but it's crucial for securing...

Vyzer product updates October 2023
Lior Karol
Lior Karol
October 3rd, 2023

Vyzer Product Update: Enhance Your Stock Investment Experience with New Features

We're excited to bring you some groundbreaking features in our latest update. These changes aim to give you even more control and insight into your investment portfolio,...

Elegant businesswoman discussing investment strategies on a yacht deck, exemplifying the long-term vision and wealth preservation methods of high net worth investors
Mae Franco
Mae Franco
September 28th, 2023

Strategies for Building and Preserving Wealth: 5 Essential Habits of High Net Worth Investors

Investors are free to spend money as they choose, but statistics tell us that some financial habits are more effective than others. If you want to build and preserve your wealth,...

Explore the Future of Wealth Management: Discover how technology, AI, and Vyzer are reshaping the industry in our comprehensive guide.
Litan Yahav
Litan Yahav
September 21st, 2023

Wealth Management in the Digital Age: A Comprehensive Guide for 2023

In a world where technology is part of every aspect of our lives, the realm of wealth management is no exception. Gone are the days when managing your finances meant a trip to...

Pensive man sitting at home, working on a laptop, contemplating whether to pay off loans or invest.
Chatty Garrate
Chatty Garrate
September 6th, 2023

Pay Off Debt or Invest Your Windfall? How to Make Smarter Financial Decisions

Imagine this: You've just received a significant windfall—perhaps from an inheritance, a bonus, or even a lucky lottery ticket. The money is sitting in your bank account, and...

Image of a lush green forest overlaying modern skyscraper windows, representing the Green City concept for sustainable real estate investing amidst climate change.
Edward Rockwell
Edward Rockwell
August 24th, 2023

Future-Proofing Your Portfolio: Real Estate Investing Amidst Climate Change

The world is witnessing the undeniable impacts of climate change, with the United States experiencing high temperature extremes and heavy precipitation events becoming more...

Double exposure of coin stacks with a rising graph and city skyline backdrop, symbolizing the growth in private lending
Adam Doubek
Adam Doubek
August 17th, 2023

Private lending is on the rise: here’s what investors need to know

Private debt is becoming increasingly popular as an attractive investment option, driven by the challenges of acquiring traditional debt and the lure of higher returns. When banks...

Cityscape with digital symbols representing technology in commercial real estate
Litan Yahav
Litan Yahav
August 8th, 2023

Investor's Guide: The Impact of Technology on Commercial Real Estate

Investing in commercial real estate has long been considered a cornerstone of a robust and diverse portfolio. Yet, like every other sector, the real estate market is being...

Successful young entrepreneur analyzing financial data on a laptop, representing the balance between business and wealth management.
Litan Yahav
Litan Yahav
July 27th, 2023

Balancing Business and Wealth: Investment Strategies for the Modern Entrepreneur

Being an entrepreneur requires skill, dedication, and an unwavering ability to multitask. You're constantly navigating the complex maze of your business operations while striving...

Investor holding a compass amid fluctuating market graphs, symbolizing the navigation of diverse income streams and market volatility.
Litan Yahav
Litan Yahav
July 18th, 2023

Navigating Multiple Income Sources: A Guide for Investors

In the world of high net worth individuals and savvy investors, the landscape of wealth generation isn't linear. It's multifaceted and dynamic, with wealth flowing from a...

Image of a successful, strategic businesswoman in a stylish suit, looking over a bustling cityscape from her office window, symbolic of the market's resilience amid inflation and economic slowdown in
Edward Rockwell
Edward Rockwell
July 11th, 2023

Market Resilience Amid Inflation & Slowdown: 2023 Analysis

The year 2023 has unfolded within a challenging economic climate characterized by the highest inflation rates in 40 years and a concurrent economic slowdown. Despite these...

Strategic Real Estate Investment: Property Assets and Wealth Growth
Mae Franco
Mae Franco
July 3rd, 2023

7 Options for Financing: A Guide for Real Estate Investors

Many financial experts will back the claim that real estate is one of the best long-term investments that you can make. A real estate investment trumps investing in stocks and...

Real estate investor reviewing tax documents and charts.
Litan Yahav
Litan Yahav
June 21st, 2023

7 Key Tax Advantages Every Real Estate Investor Should Know

Real estate investment has long been recognized as a smart and effective way to grow wealth. But beyond the potential for significant returns, there's another aspect that savvy...

Embracing work-life balance: A businessman stands barefoot on the beach symbolizing the pursuit of a harmonious blend of professional success and personal well-being
Edward Rockwell
Edward Rockwell
June 8th, 2023

Peak Performance: Balancing Work-Life for Investors

In the high-stakes, dynamic world of investing, striking a work-life balance can often seem like an impossible task. High-stress professions demand significant time and mental...

Two men on hills
Litan Yahav
Litan Yahav
June 5th, 2023

Innovating Investment Management: The Mindset Behind Vyzer

Hi there, my name is Litan, one of the founders of Vyzer, a platform constructed from a comprehensive understanding of the complexities and challenges that financial advisors and...

product updates
Lior Karol
Lior Karol
June 1st, 2023

Vyzer's Product Update: Your New Toolkit for Wealth Management

As we step into the vibrant, sunny days of Summer, we're excited to bring you the newest updates to Vyzer, our comprehensive platform designed to simplify and amplify your wealth...

podcast 'how did they do it'
Sam Miller
Sam Miller
May 28th, 2023

Simplistic, Automated and Personalized Investment Management With Litan Yahav

Have you ever considered real estate investing but balked at the idea of dealing with property management and maintenance? Picture a world where you simply invest your money, and...

Men with Laptop
Edward Rockwell
Edward Rockwell
May 21st, 2023

Alternative Investments: An Accredited Investor's Guide for 2023

In the world of investing, accredited investors hold a unique position that allows them access to a broader range of investment opportunities. As an accredited investor, meeting...

Real Estate Investing Trends
Sam Miller
Sam Miller
May 9th, 2023

Real Estate Market Trends and Opportunities for Accredited Investors in 2023

Being an accredited investor comes with a lot of benefits. For example, you will have access to restricted and unique investments that are not available to the general public....

Real Estate Investing
Litan Yahav
Litan Yahav
May 4th, 2023

8 Crucial Real Estate Investing Mistakes You Need to Avoid Now

Real estate investing offers a myriad of opportunities for those seeking to build wealth and achieve financial independence. Whether an investor prefers an active approach, such...

podcast 'Get Authentic'
Sam Miller
Sam Miller
April 27th, 2023

The Power of Authentically Controlling Your Finances

In this episode of the Get Authentic podcast, Marques Ogden speaks with Litan Yahav, the CEO of Vyzer and former officer in the Israeli Navy. Litan has a passion for solving...

disney land
Alicia Schneider
Alicia Schneider
April 24th, 2023

Disney, and the importance of financial diversification

"Diversify, diversify, diversify" – you've likely heard this mantra time and again when discussing investment management and financial planning. But it's not always easy to see...

Top Tax Mitigation Strategies for Investors
Litan Yahav
Litan Yahav
April 23rd, 2023

3 Top Tax Mitigation Strategies for Investors: Opportunity Zones vs 1031 Exchanges vs DSTs

Tax mitigation strategies play a crucial role in maximizing your investment returns and preserving your hard-earned wealth. As an investor, it's essential to explore various...

Maximizing Your Investment Portfolio
Litan Yahav
Litan Yahav
April 19th, 2023

Maximizing Your Investment Portfolio: Global Real Estate and Residency Incentives for US Investors

In today's increasingly interconnected world, investors are seeking new avenues to grow their wealth beyond their home country. Global real estate investments have emerged as a...

podcast 'the LFI SPotlight'
Sam Miller
Sam Miller
April 16th, 2023

Get to Know Vyzer: LFI Spotlight Podcast with Danielle Greenberg

A passive-income business surely supplements your main income but if you are investing in multiple income streams, tracking it could be a nightmare! You may choose to use...

Liquidity in Investments
Litan Yahav
Litan Yahav
April 10th, 2023

The Importance of Liquidity in Investments: Navigating Today's Market

Liquidity is an important concept for investors, especially in today's market where volatility and instability are the norm. Having a solid understanding of liquidity can help you...

Maximizing returns
Litan Yahav
Litan Yahav
March 29th, 2023

Unlocking the Secrets of LP Investing: Maximizing Returns in PE, VC, RE, and Alternative Investment Funds

In the world of finance, the term "LP" is often used to refer to limited partners. LPs are investors who contribute capital to a fund managed by a general partner (GP), who is...

podcast 'The Not Closer Show'
Sam Miller
Sam Miller
March 28th, 2023

A different perspective on Investing

Imagine a tool that helps you to manage, track, and monitor your income. A tool that saves you a lot of time dealing with piles of paper and spreadsheets managing your finances....

woman having a meeting
Adeola Ojierenem
Adeola Ojierenem
March 25th, 2023

How To Get Approved For High Net Worth Lending

Securing loans can be a complex process for high-net-worth individuals, even when their assets amount to millions. Factors such as intricate financial situations, irregular income...

podcast
Alicia Schneider
Alicia Schneider
March 23rd, 2023

Top 5 Podcasts about Multifamily Investing and Real Estate Syndications

Podcasts are a great way to dive deep into a topic while on the go. Whether at the gym, in your car, or in the background while getting work done (if you happen to be an expert...

Home Loan
Adam Doubek
Adam Doubek
March 19th, 2023

Hard Money loans: Everything You Need to Know

Hard money lending is an alternative form of financing that uses the borrower’s real estate collateral as security. It’s a great option for those who don’t qualify for...

artificial play house
Litan Yahav
Litan Yahav
March 15th, 2023

The Terminology Mess – What’s the difference between a real estate Operator, Syndicator, and Sponsor?

The world of real estate investing has evolved significantly, making passive income generation through real estate more accessible and widespread than ever before. As a result, a...

Womens day
Alicia Schneider
Alicia Schneider
March 8th, 2023

Why Women Should Be Investing in Real Estate

Real estate can provide investors with a reliable source of passive income, tax benefits, as well as the potential for long-term capital growth. If investing in real estate is a...

podcast 'best ever'
Sam Miller
Sam Miller
March 6th, 2023

Managing Your Wealth Doesn’t Have to Be Complicated

Discussions about active versus passive investing can become heated debates. While many people prefer passive investing, there are also arguments in favor of active investing.

lady_with_laptop
Alicia Schneider
Alicia Schneider
March 5th, 2023

Top 5 Women’s Real Estate Investing Resources

Despite the strides women have made in the world of investing and finance, real estate still remains a male-dominated field. In the US, men make up

podcast 'My worst investment ever'
Sam Miller
Sam Miller
February 21st, 2023

My Worst Investment Ever Podcast - The risk of investing

Are you wondering what is the risk of investing in real estate? All investments carry some degree of risk. And according to today's speaker Litan Yahav, investing in real estate...

Youtube Channels
Alicia Schneider
Alicia Schneider
February 15th, 2023

Top 5 YouTube Channels on Real Estate Investing

Real estate investing is a great way to build wealth and increase one's financial security, but finding reliable resources to make good investing decisions isn’t always easy....

Heart Dollar
Alicia Schneider
Alicia Schneider
February 13th, 2023

Save Your Emotions for Valentine’s Day, Not Investing

As the market has been trending downward for the last while, many investors have been spooked by the prospect of potential losses. While emotions usually run high in the month of...

Sam Miller
Sam Miller
February 5th, 2023

How to Create Your Personalized Real Estate Investing Plan

A real estate investment plan is a comprehensive guide that outlines the strategy, tactics and goals for your passive real estate investments. It serves as a roadmap for...

financial_leader
Alicia Schneider
Alicia Schneider
February 1st, 2023

Top 5 Black Financial Leaders and Investors You Should Know

February is Black History Month, and we wanted to shine a light on past and present Black leaders in the world of finance. While there are many Black leaders in different fields...

podcast 'Multifamily Insights'
Sam Miller
Sam Miller
January 22nd, 2023

How to Select, Manage, and Track Passive Investments with Litan Yahav

Multifamily insights (John Casmon) welcomed Litan Yahav, Co-founder of Vyzer with a deep passion for simplifying complex finances, and empowering investors to manage and control...

runner
Angela Mae
Angela Mae
January 16th, 2023

Startup Investing: The Risks and Rewards

Startup investing is when an investor puts forth capital in a startup company and receives a certain amount of equity in return. When an investor does this, they’re essentially...

podcast 'Know Your Why'
Sam Miller
Sam Miller
January 5th, 2023

Using technology to help solve problems worth solving with Litan Yahav

People may, or may not have time to deal with piles of paper and spreadsheets to constantly manage, track, and monitor their wealth.

Morning walk
Sarah Bromley
Sarah Bromley
January 3rd, 2023

The 8 Stages of Wealth: Where Are You?

Everyone wants to be wealthy — but what does that even mean? Generally, as we get richer, our definition becomes broader. Still, objectively speaking, we all follow a similar...

podcast
Alicia Schneider
Alicia Schneider
December 29th, 2022

Top 5 Passive Investing Podcasts for Every Investor

Passive investing has become increasingly popular, and with good reason - it can help individuals and businesses reach their financial goals without the need for active stock...

wooden blocks
Sarah Bromley
Sarah Bromley
December 26th, 2022

What’s Wealth Management, and Do You Need It?

Wealth management is often considered a comprehensive service that takes a more holistic view of the client’s financial picture. This includes various things, such as estate...

podcast 'Limited Partner'
Sam Miller
Sam Miller
December 23rd, 2022

Keeping passive investments passive

A passive-income business can supplement your typical income. However, tracking that income could be a nightmare if you are investing in multiple properties. It’s possible that...

house on chase
Alicia Schneider
Alicia Schneider
December 20th, 2022

How Understanding Behavioral Finance Can Make You a Better Investor

Behavioral finance is a field of study that considers the role of psychological factors when it comes to making financial decisions. It’s used to understand why people make...

christmas gift
Alicia Schneider
Alicia Schneider
December 15th, 2022

The Gift That Keeps on Giving: 6 Investment Gifts for Christmas

Instead of the last-minute sprint to the store to find a gift for your loved ones this Christmas, why not consider giving a financial gift instead?

podcast 'Assisting Passive Wealth Principles'
Sam Miller
Sam Miller
December 8th, 2022

The Best Way to Reach Financial Independence

In today’s episode of the Passive Wealth principles podcast, Jake Harris had an insightful discussion with Litan about his background, his journey, and the priceless lessons he...

Men women with laptop
Alicia Schneider
Alicia Schneider
December 6th, 2022

Investment Portfolio Management: How to Track Your Investments to Grow Your Net Worth

Whether you’re just dipping a toe into the world of investing or you’re looking for ways to optimize your existing portfolio, knowing how to track your investments is...

podcast 'Assisting Passive Income'
Sam Miller
Sam Miller
November 28th, 2022

Adding Value with Litan Yahav

Guess what, from real estate syndications to private equity, crypto to traditional investments, Vyzer manages the entire wealth portfolio. What does this mean to you? Vyzer is an...

fruits
Alicia Schneider
Alicia Schneider
November 23rd, 2022

Why Your Investment Portfolio Should Look Like Your Thanksgiving Table

When it comes to creating a well-rounded investment portfolio, there are a lot of different factors to consider. But if you want a simple way to think about it, just imagine...

Sam Miller
Sam Miller
November 17th, 2022

Equity Investments: The Basics … and Beyond

Although we take it for granted today, it’s remarkable that we, as individual investors, can own interests in companies all around the world, for minimal cost.

Netflix
Alicia Schneider
Alicia Schneider
November 7th, 2022

Top 5 Netflix Series That Will Improve Your Investing Skills

If you're interested in learning more about finance and want to watch some great documentaries on the subject, Netflix has some great options. While there are several movies...

podcast 'Assisting Passive Investors'
Sam Miller
Sam Miller
November 6th, 2022

Assisting Passive Investors in Their Investments and Performance with Litan Yahav

How to manage all your investments? It's a question every real estate investor asks themselves at some point. And it's the question we set out to try to answer with Litan Yahav.

Alicia Schneider
Alicia Schneider
October 31st, 2022

5 Financial Fears Impacting Your Investments and how to overcome them this Halloween

When the weather gets colder and the days shorter, many of us start to feel a little bit anxious. For some, this feeling of anxiety is compounded by financial fears, whether...

Sam Miller
Sam Miller
October 27th, 2022

How to Know If Passive Real Estate Investing Is Right for You?

Commercial real estate investing is an attractive form of investment because it provides high yields when done right. It is critical to understand the various types of real estate...

managing your wealth
Sam Miller
Sam Miller
October 12th, 2022

Investing in a Recession: How Investors Take Advantage of Uncertainty

Everyone, from your great aunt to your auto mechanic, is talking about the economy.

podcast 'adulting is easy'
Sam Miller
Sam Miller
September 30th, 2022

When Entrepreneurship Pays Off with Litan Yahav

While every entrepreneur has an existence on the internet, the market is ruled by a few! Litan, Vyzer’s CEO & Co-founder joined Lauren on her Podcast “Adulting is Easy” to...

Yona Weiss
Sam Miller
Sam Miller
September 15th, 2022

Achieve Financial Independence with Vyzer

Wealth management on spreadsheets can get chaotic as your portfolio expands. There are various investment management portals available but they are specific to the operators that...

college students
Alicia Schneider
Alicia Schneider
September 7th, 2022

8 investment strategies to maximize your children's college savings

It’s back-to-school season, and whether your child is starting kindergarten or their senior year, paying for your child’s higher education is always a concern. With the cost...

new product launches
Lior Karol
Lior Karol
August 25th, 2022

New Product Feature!
“Private Companies Asset Class”

It is no secret that there has been sizable growth in the availability and accessibility of alternative investments over the past decade. They are a phenomenal way to diversify...

podcast
Sam Miller
Sam Miller
August 17th, 2022

Automate your Investment Portfolio & Make Informed Investments with Vyzer

Who loves maintaining spreadsheets or hiring a 6 figures wealth manager to do the same?

2 man watching sunset
Sarah Bromley
Sarah Bromley
August 10th, 2022

How to Choose Between Taxable and Tax-Advantaged Investment Accounts

Failing to optimize your investments for taxes can eat into your returns considerably. But if there was a single, universally applicable rule on whether to choose a taxable and...

family in the garden
Adeola Ojierenem
Adeola Ojierenem
July 28th, 2022

Intergenerational Wealth Transfer: How do you plan for it?

An essential part of accumulating wealth is transferring it to the right people. A U.S federal reserves report showed that an average of 2 million households receive wealth...

couple injoying their retirements
Sarah Bromley
Sarah Bromley
July 20th, 2022

How to use your Retirement Funds to Invest in Real Estate Syndications

While the stock market is a tried-and-tested method for growing your wealth, it can also be incredibly volatile — as the period between 2020-22 has shown. If you’re looking...

product update
Lior Karol
Lior Karol
July 12th, 2022

New Product Feature!
“Asset Ownership Percentage”

Co-investment option gives investors a clear picture of a sophisticated portfolio.

man on a sky ladder
Sarah Bromley
Sarah Bromley
June 22nd, 2022

Risk Management — So Much More Than Just About Losing Money

Risk management is part of being human, and it’s certainly not reserved for the financial realm. Let’s look at why risks matter and how to approach them. Pluck a random...

buildings and mobility
Ken Pierre
Ken Pierre
June 1st, 2022

Alternative Investments to Add to Your Portfolio This Month

Today we will be covering five alternative investments that can yield strong gains for your portfolio. Besides traditional assets like stocks, bonds, and cash, investors are on a...

spring cleaning
Sarah Bromley
Sarah Bromley
May 10th, 2022

It’s Time to Spring Clean Your Investments — Here’s How

The days are getting longer, the weather is getting warmer, and nature is blooming. It can only mean one thing: Spring is here. For some, that means it’s time to show your...

forest
Alicia Schneider
Alicia Schneider
April 20th, 2022

What You Need to Know About Ethical and ESG Investing

Ethical investments can be just as performant, if not more, than their conventional counterparts. Find out more about ethical investments and how you can add them to your portfolio

financial market chart
Matthew Levy
Matthew Levy
April 9th, 2022

Inflation and Rate Hikes Have You Concerned? Here Are Some Tactics You Can Use

Inflation continues soaring with no end in sight and seems to shatter 40-year highs every month.

big tree
Alicia Schneider
Alicia Schneider
March 17th, 2022

Why Compound Interest Matters, and Not Only for Your Portfolio

What do a folded piece of paper and your savings portfolio have in common? When exponential growth is applied, both can increase to spectacular heights.

woman having migraine
Matthew Levy
Matthew Levy
March 7th, 2022

Cold War II, World War III, or a Whole Lot of Fear Mongering?

A week ago, the world stood shocked and appalled. Despite weeks of intel warnings, the world greatly underestimated Vladimir Putin. He didn’t only invade an already...

benjamin franklin with kissmark
Alicia Schneider
Alicia Schneider
February 14th, 2022

How to Establish a Healthy Relationship With Money

This Valentine’s Day, take a moment to reflect on your relationship with money. You might be surprised at how you can improve it.

passive and active income
Alicia Schneider
Alicia Schneider
February 8th, 2022

The Active-Passive Income Spectrum

Passive and active income aren’t just two opposite points of a scale, but rather a spectrum of different income possibilities. Do you know where on the spectrum your income...

nft marketplace
Barry Choi
Barry Choi
January 9th, 2022

The NFT Hype: Explained

NFTs have only been around for a few years and have already generated billions of dollars in sales. With all the hype surrounding them, it’s worth knowing how they work.

kid counting coins
Lori Maresky
Lori Maresky
November 28th, 2021

How to Teach Your Kids About Investing

It's never too early to learn about saving and spending money wisely. Especially when it comes to investing - the sooner you start, the better.

woman working on vacation
Barry Choi
Barry Choi
November 21st, 2021

You Sold Your Business...Now What?

Do you book the next flight out to somewhere sunny, or are you already seeking out your next endeavor? Slow down, there are some important things to consider after selling your...

family on vacation
Barry Choi
Barry Choi
October 25th, 2021

Focusing on what really matters

A saying that often gets thrown around is that earning your first million is the hardest. Take a look at your own financial journey and there’s no doubt that you put in hard...

apple pie
Litan Yahav
Litan Yahav
October 17th, 2021

A founder’s take on equity allocation

What makes more sense - Holding 100% of a company valued at $0 or holding 2% of a company valued at $500m? An easy decision that first-time founders often take way too long to...

Tomer Salvi and Litan Yahav
Litan Yahav
Litan Yahav
October 5th, 2021

The story behind Vyzer

There’s nothing like building a company that brings true value to people, solving a specific problem they have. Even more so, when it’s the founders’ personal problem and...

Elevate Your Financial Journey

Get Tips, News, & Updates