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 […]
With global warming mania sweeping the globe, much attention has been focused on alternative energy sources. While some of us are quite cool to the global warming theory (the fact that the earth is cooling may have something to do with it), hundreds of billions of dollars have been invested developing new methods of energy […]
Statistically, women tend to outlive men. Women also tend to marry men who are older than they are. This sets up a situation where women can end up living on their own for quite a few years. As such, women need to acquire the tools to be able to lead a financially independent life, as […]
A question that investors frequently ask is how many stocks they should own. Should an investor put all of his money into a handful of stocks in an effort to “hit a home run,” or should he spread out his funds amongst tens or even hundreds of stocks to try and grow his portfolio at […]
Over the last thirty years a new strategy of investing has emerged, called Socially Responsible Investing (SRI). As people strive to make a “better world” they have begun to integrate personal values and societal concerns with investment decisions. SRI considers both the investor’s financial needs and an investment’s impact on society. It used to be […]
