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 […]
As originally appeared in The Jerusalem Post on November 8, 2017. Even in biblical times the Jews always complained. A few weeks ago, Prime Minister Benjamin Netanyahu gave his famous “sour pickles” speech. Regardless of your opinion of the PM, he had a point in castigating the opposition for continually preaching how bad we have it in […]
As originally appeared in The Jerusalem Post on October 5th, 2017. It’s sometimes difficult for families to retain harmony and still provide the necessary care needed for their parents. Older people are a rapidly growing proportion of the world’s population Before writing this column I needed to take a break and decided to take a quick walk […]
As originally appeared in The Jerusalem Post on September 27, 2017. The super-zedaka formula for great charity. So if you are like me, your phone has been ringing off the hook for the last few weeks from all kinds of organizations soliciting donations for the needy for the holiday season. In addition, through my volunteer work helping […]
