How to Win the “Client of the Month Award”

Today’s “Client of the Month Award” goes to Mrs. S. because of how she stepped out of her comfort zone and decided to understand her investments. 
Who handles the money? 
For convenience, many couples select one partner to handle the investment decisions. It’s OK to do that if that person has more expertise or enjoys dealing with the family’s finances…. Read more

The Truth about Corona and Successful Investing
Successful investors

Some successful investors figured out ways of making money from the corona pandemic. But when you hear their stories, are you really getting the truth? 
Black swans 
Economists often talk about “black swans” in the world of investing, meaning events that seem obvious in hindsight but aren’t evident at the time…. Read more

Do the Opposite of the Politicians
Politicians

In the run up to the election, politicians lead the way in demonstrating how NOT to plan for the long term. Looking at their methods can be instructive for investors… as long as we do the opposite of what they do. 
Another new party? 
When I made aliya, I was amazed at how fractured Israel’s political arena was…. Read more

Buying and Selling Stocks During Periods of Economic Crisis
Dividend-Paying Stocks

For the past several months, pundits have been talking about the current economic crisis and downturn in the economy. How long can an economic crisis last, and what ramifications does it have for your investment portfolio? 
Economic turmoil can wreak havoc with short-term investing. If you know you’ll need cash in the short-term,… Read more

How Bad Will the Markets Get?

“With everything going on, how bad will the markets get?” a client asked me recently. We were examining his U.S. brokerage portfolio, including his IRA (Individual Retirement Account), and measured the balance he had between stocks, bonds, and cash. Lacking prophecy, I asked him a question back, “What are the top three reasons you think the markets will drop?” “Easy!” he replied,… Read more

Neighborhood Kids, Chess, and Winning Investing Strategies
chess pieces

A neighborhood teenager challenged me to a chess game since he knows I’m an enthusiast. He’s known as a talented player, and I accepted. I decided that my approach to winning the game would be the same one that I use for my investments… and it paid off handsomely.
Young chess player versus mature investor
My young opponent knew many winning strategies and tactics,… Read more

Did Corona Prevent You From Accessing Your Investments?

“I was very glad that your team was available when I needed you last week,” a client told me. “With the world economy shuttered, I was happy that I had access to my investments.” 
During the corona virus panic, non-essential companies had to close down. But companies like ours, who have been entrusted with helping people deal with their money, … Read more

Watch Out for This Investment Mistake
Investment Mistake

World chess champion Susan Polgar once told me that all games of chess will end up as a draw unless one side makes a mistake. After she checkmated me, Susan pointed out that my pieces weren’t coordinated. She explained that individually, every piece on the board is relatively weak. However, when they properly work together,… Read more