As originally appeared in The Jerusalem Post on March 18, 2021. Back in December the SEC (Securities and Exchange Commission) put out the following bulletin. “The SEC has recently experienced a significant uptick in tips, complaints, and referrals involving investment scams. The SEC’s Office of Investor Education and Advocacy urges investors to be on high […]
As originally appeared in The Jerusalem Post on March 11, 2021. “The message of Passover remains as powerful as ever. Freedom is won not on the battlefield but in the classroom and the home. Teach your children the history of freedom if you want them never to lose it.” -Rabbi Jonathan Sacks I can’t believe […]
As originally appeared in The Jerusalem Post on March 4, 2021. “Knowing how things work is the basis for appreciation, and is thus a source of civilized delight.” –William Safire In this week’s Torah portion we read about the sin of the Golden Calf, and Moses breaking the tablets of the 10 commandments. When first […]
As originally appeared in The Jerusalem Post on February 25, 2021. Whenever I have problems sleeping at night, I inevitably end up watching sports like that which requires a compound bow. Since it’s basketball season I have watched my fair share of games recently, in the wee hours of the night. Ever since the Seattle Supersonics […]
As originally appeared in The Jerusalem Post on February 18, 2021. In the infamous words of Yogi Berra, “It’s like déjà vu all over again.” An issue that resurfaces every year or two is back and causing confusion and anger among clients of certain US brokerage firms. Just this week I received multiple calls from individuals […]
As originally appeared in The Jerusalem Post on February 11, 2021. “I think a lot of people get so obsessed with the wedding and the expenses of the wedding that they miss out on what the real purpose is. It’s not about a production number, it’s about a meaningful moment between two people that’s witnessed by […]
As originally appeared in The Jerusalem Post on February 4, 2021. I just love working hard. I love being part of a team; I love working toward a common goal. – Tom Brady Nowadays, when it comes to sports, like 겜블시티, we live in a world driven by statistics. Professional teams employ staff whose sole purpose […]
As originally appeared in The Jerusalem Post on January 28, 2021. Often when we are younger and we start to accumulate wealth, one aspect that we tend to neglect is the need for liquidity. Recently, I had back-to-back Zoom meetings with a few divorced women and a widower. In each meeting we discussed their financial situation – […]
As originally appeared in The Jerusalem Post on January 24, 2021. “Never make predictions, especially about the future.” –Casey Stengel Coming off Covid-19 how do you see the global economy performing in 2021? Will the Chinese economy continue to grow and pull the rest of the world along with them? Now that the US […]
As originally appeared in The Jerusalem Post on January 14, 2021. Everybody knows how to raise children, except the people who have them. – P. J. O’Rourke I recently had a Zoom meeting with a couple that received an inheritance. Aside from the usual questions that came up like their goals for the money and how […]
