When a new client who had recently received an inheritance opened up an account with me, he transferred this new portfolio from a well-known brokerage firm. After the transfer was completed, we sat down to review his current holdings and adjust the portfolio. Some of the client’s stocks were showing large losses. However, he explained […]
A common worry among investors whose stocks are not performing well is the fear of selling at a loss. Their way of dealing with this situation is to hold onto the losing stock until it moves back to the price for which they originally bought it. At first glance, this doesn’t make much rational sense, […]
With many foreign investors worried about the potential of a real estate bubble occurring in Israel, I have been asked by many tourists here for Passover about other investment alternatives available to gain exposure to the strong Israeli economy. While many of you will question my opening line about a potential real estate bubble forming […]
As the Obama administration continues to turn over every stone in search of revenue, Americans who have investment accounts with Israeli banks have been asked to close their accounts. This was seen as a precaution taken by the local Israeli banks to avoid putting their U.S. banking licenses in jeopardy, ala UBS. I was recently quoted […]
With hotels about to be taken over with tourists for Pesach, I am prepared to hear a very common question asked by friends and family visiting Israel: “We are thinking of making Aliyah in two to three years and we want to know how we can make ends meet, let alone save for retirement, on […]
With Pesach fast approaching, we are all celebrating the fact that we have gone from being slaves to being a free people. In the tractate of Pesachim 10:5, the Mishnah states that “man is obligated to view himself as if he himself left Egypt.” In other words, we must internalize the fact that we were […]
“I don’t need to worry about retirement because I am still in my 30’s.” “Retirement planning? I will get Social Security and Bituach Leumi.” “I plan on working ‘til I die, so I don’t need to save for retirement.” Sound familiar? These are just a sampling of the excuses that I hear regularly for why […]
Up until a few months ago, many analysts were predicting the demise of the US dollar to be replaced by the Euro as the new global reserve currency. Well, one huge Greek debt crisis later, and many are questioning the long term viability of the Euro. My personal opinion continues to be that by the […]
One cannot too soon forget his errors and misdemeanors; for to dwell upon them is to add to the offense. ~Henry David Thoreau With most stock markets off their high levels, many investors have been holding onto losing stock positions for a long time. I recently opened up an account with an investor who then […]
For the first time since the 6 day war, there actually appears to be a buzz about making Aliyah. The last 5-6 years have seen a continual- year on year- surge in numbers of both actual olim, and those who attend Aliyah informational events in both North America and the UK. While more than 20,000 […]
