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

How to Diversify a Million Dollar Portfolio
million dollar

Last week I heard from a client who just got a million dollars from cashing out his company’s stock options. Since he had over a million dollars to invest, he wanted to diversify the assets wisely. He pointed out that he had made so much money because it was all invested in one stock,… Read more

Are You Worried About Your Stocks and Market Risk?
Stocks and Market Risk

If the market goes up, and your stocks make a profit, do you still need to worry about stocks and market risk?
Some folks would say, “Awesome!” But others would worry and think, “What goes up must come down.” Worse yet, people with appreciated stocks realize that if they sell their positions in order to lower the risk,… Read more

Do These 4 Things to Have a Financially Successful Retirement
Financially successful retirement

To make sure you have a financially successful retirement in Israel, follow these easy tricks.

  1. Have an emergency fund. No matter how much planning you do, something will likely come up: a health care emergency, a child in need, or a house repair. Many folks must scramble with each surprise occurrence.

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Do you want steady income from your dollar deposits?

While some people set up their investment portfolio in order to grow their bottom line, others want their investments to provide a steady income.  If you want your dollar deposits to provide income, take the following three steps:
#1. Create an “income oriented” financial plan
Look at the overall economy when creating your financial plan…. Read more

Should You Have Bonds in Your Investment Portfolio?
Bonds in investment portfolio

The past few weeks I’ve written a lot about bonds and considered whether bonds should be in your investment portfolio.  Many people love the income and relative safety bonds provide, but other people hate them.  It’s important to understand why investors love and hate bonds.
Predictable interest rate
LOVE: Folks who despise uncertainty buy bonds because of the “fixed income” schedule…. Read more