As originally appeared in The Jerusalem Post on July 27, 2018. You know you’re getting old when you get that one candle on the cake. It’s like, ‘See if you can blow this out.’ Jerry Seinfeld Thankfully the Jewish calendar is full of days that are great for personal reflection. Obviously, Yom Kippur and Rosh Hashana come […]
As originally appeared in The Jerusalem Post on July 20, 2018. The most terrifying words in the English language are: I’m from the government and I’m here to help. -Ronald Reagan There was an article in the New York Times last week about the declining numbers of Orca whales in the Pacific Northwest. Jim Robbins wrote, “For […]
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 […]
