As a financial planner, I have heard countless stories from clients who are in financial turmoil. People tell me about making bad choices with their money, about dreams put on hold, and about money lost. Yet, here is one story that stands out: a client who found financial success through Viktor Frankl’s teachings…. Read more
Investment Strategies
Are Foreign Investments Good for Your Retirement Portfolio?
Why is it Difficult to Follow Financial Advice?
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
Skyrocketing Interest Rates Draw Yield-Seeking Investors in Droves
3 Things to Know to Sound Smart When Buying Bonds
Did You Get Bad News About Your US Brokerage Account
The Best Dividend There Is
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




