Can a Brokered CD be Considered the Key to Financial Success?

When it comes to investing in CDs (bank certificates of deposit), brokered CDs are gaining more and more attention. With the recent increase in interest rates, clients can now get between 4% and 5% on insured bank deposits (as of January 2023). Brokered CDs are an attractive option because they allow clients to diversify their holdings in many banks through one U.S…. Read more

The Best Dividend There Is
Doug holding grandchild

Today I’m not going to present a list of high-dividend producing stocks, but rather share my thoughts on the best dividend you can receive…a grandchild.
After recently becoming a grandfather again (welcome to the world Yotam Amichai!), I can confidently say that having a grandchild is the best dividend ever! Talk about compounded joy,… Read more

How to Invest in Periods of High Inflation

Let’s debunk two main myths about how to invest during high inflation, and then suggest an alternative:
Buy gold – Some people believe that the price of gold goes up during periods of high inflation. But that’s not always true; gold doesn’t always maintain its price. In fact, as I write this,… Read more

Are You Too Afraid of Losing Money to Invest in the Stock Market?

Are you afraid of losing money in the stock market? Some investors’ fear of losing money compels them to completely avoid the stock market and other volatile investments. This phenomenon is often called “loss aversion.”
People suffering from loss aversion will sometimes wait until they see the market has gone up a lot,… Read more

Do Egg Farmers or Nobel Prize Winners Make Better Investment Decisions?
egg in basket of money

You don’t have to be an egg farmer or a Nobel Prize winner to understand the sense in planning your finances carefully and not putting all of your money in one place. Diversification, the principle of not putting all of your eggs in one basket, applies to life in general and to investing in particular…. Read more

Important: Keep in Mind this Advice when Writing a Will

When clients prepare their estates, they often ask me advice when writing a will. I’m a good person to consult with, since my office frequently deals with the practical side of a will. In other words, when clients pass away, their heirs approach us since we’re the ones who actually help them get hold of their inheritances.  … Read more