As originally appeared in The Jerusalem Post on July 13, 2018. The richest inheritance any child can have is a stable, loving, disciplined family life. Daniel Patrick Moynihan We are in the early stages of the greatest wealth transfer known to mankind. Baby boomers and their parents will transfer more than $30 trillion over the next 15-20 […]
As originally appeared in The Jerusalem Post on July 6, 2018. The most successful men in the end are those whose success is the result of steady accretion. -Alexander Graham Bell In this week’s Torah portion of Pinchas, the leader who will replace Moses is revealed. Up to that revelation, I would postulate that the leading candidates […]
As originally appeared in The Jerusalem Post on June 29, 2018. Remember, half the doctors in this country graduated in the bottom half of their class. -Al McGuire Lucky for me that for the first time in about 14 years I had no school graduations to attend. While everywhere you turn on social media you see […]
As originally appeared in The Jerusalem Post on June 22, 2018. Communism has never come to power in a country that was not disrupted by war or corruption, or both. -John F. Kennedy With Iran on a destabilization march across the Middle-East, the continued loss of Europe to militant Islam, and up until a week ago – […]
As originally appeared in The Jerusalem Post on June 15, 2018. An investment in knowledge pays the best interest. Benjamin Franklin Over the past few weeks, I have opened up a bunch of new accounts. Most of them have been the result of a “we don’t want your business because you have an Israeli address” letter sent […]
As originally appeared in The Jerusalem Post on June 8, 2018. Money and success don’t change people; they merely amplify what is already there. Will Smith This column may be a bit different from my usual topics. It may be odd for a financial advisor to write about the downside to having a lot of money, but […]
As originally appeared in The Jerusalem Post on June 1, 2018. We have heard for the last six or seven years that interest rates in the U.S. were going to head higher. I guess at some point all prognosticators get it right as indeed the Federal Reserve has slowly been raising interest rates. More important than what’s […]
As originally appeared in The Jerusalem Post on May 25, 2018. On my recent trip to Seattle I was talking to people about what I do for a living and once they heard that I am a financial advisor, they immediately sought some free advice. I’m used to it as it’s a professional hazard. When I started […]
As originally appeared in The Jerusalem Post on May 18, 2018. If a man has talent and can’t use it, he’s failed. If he uses only half of it, he has partly failed. If he uses the whole of it, he has succeeded, and won a satisfaction and triumph few men ever know. Thomas Wolfe This quote […]
As originally appeared in The Jerusalem Post on May 11, 2018. Next week will be special for Jerusalem. Starting on Sunday we celebrate Jerusalem day. Much to my chagrin, outside of Jerusalem, the day passes without notice sans maybe hearing Shuli Natan sing Jerusalem of Gold on the radio. It’s a shame that other than the religious […]
