As originally appeared in The Jerusalem Post on February 8, 2018. I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. -Warren Buffett Okay so here we go again. Volatility has returned to financial markets. Do […]
As originally appeared in The Jerusalem Post on February 1, 2018. A lot of people have their big dreams and get knocked down and don’t have things go their way. And you never give up hope, and you really just hold on to it. Hard work and perseverance. You just keep getting up and getting up, and […]
As originally appeared in The Jerusalem Post on January 25, 2018. My wife and I recently attended an event at our son’s high school that focused on relating to our children. One of the points made was that we all tend to have our hopes and dreams for our children, but usually, the children don’t follow our […]
As originally appeared in The Jerusalem Post on January 18, 2018. In my role as a financial advisor, I come across all kinds of really bad investment ideas. When I was in the US a few months ago I met with a lady who had sold her business for a nice amount of money-low 7 digits. She […]
As originally appeared in The Jerusalem Post on January 11, 2018. Change is in the air. Anyone who has ever spoken to me in depth about investing or read my book on retirement planning knows that I am a big fan of emerging markets. But far too often when I bring up the topic of allocating some […]
As originally appeared in The Jerusalem Post on January 3, 2018. 2017 turned out to be a good year for financial markets. Double-digit gains were the norm. It’s much easier to make money when everything is appreciating. The temptation for investors is to start taking more risk than they are able to handle. This week I have […]
As originally appeared in The Jerusalem Post on December 27, 2017. From the new American tax bill to the stability of the shekel, here’s what to look our for in the coming year. As I was debating what to write about this week, my office manager said I should make predictions for 2018: “Everyone is doing it; […]
As originally appeared in The Jerusalem Post on December 13, 2017. Hanukka gelt might just be the key to teaching about charitable giving. So Hanukka has started, and I am feeling sick. After eating my fill of sufganiot and a huge holiday gift package of chocolate sent by my firm in Miami, I desperately need to go […]
As originally appeared in The Jerusalem Post on November 23, 2017. In order to have a successful and secure financial retirement, it’s imperative to avoid these miscues. Not too many of us are good at admitting when we are wrong. After all, each one of us is so smart – so how could it be possible that […]
As originally appeared in The Jerusalem Post on November 16, 2017. When I sit with clients and we work on their financial plans probably the trickiest issue that usually comes up is how to deal with a potential inheritance. No one really is jumping at the chance to discuss inheritance, because of what it implies. As a […]
