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 […]
As originally appeared in The Jerusalem Post on January 7, 2021. “Retirement at 65 is ridiculous. When I was 65 I still had pimples.” – George Burns I had a long conversation last week with a couple who immigrated to Israel a few years ago after reaching retirement age. We were talking about the “philosophy” […]
As originally appeared in The Jerusalem Post on December 31, 2020 “It’s important to learn to say no. With tours and all of that stuff, there are so many aspects that go into it. It’s easy to have so many people around you saying, ‘Oh yes, yes, you can afford this, you can afford this,’ and […]
As originally appeared in The Jerusalem Post on December 24, 2020 In last week’s Torah portion we began reading about Joseph’s economic plan to save Egypt during the seven years of famine. This week, while much of the focus is on his meeting with his brothers and ultimately the reunion with his father, we also […]
As originally appeared in The Jerusalem Post on December 17th, 2020. “Many liberals argue that big US companies don’t really pay the top corporate rate. While this is sometimes true, it’s mainly because, during recessions, companies lose money and get a tax loss carryforward that temporarily reduces their effective rate. But during economic expansions, when […]
