Investment Strategies

Do the Opposite of the Politicians
March 11, 2021
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

The Most Important Number in Your Investment Statement
February 4, 2021
The Most Important Numbers in Your Investment Statement

Here’s a valuable idea that could provide a real breakthrough in the way you look at your brokerage statement. Even if you feel overwhelmed with all the details in your brokerage statement, there’s a simple way to find the most important numbers. 
No sense focusing on the cents 
One of my clients appreciated that I had spent a lot of time teaching her how all of her investments worked,… Read more

Who Should Head Your Investment Team?
December 17, 2020

Though some folks love to invest on their own, others search for an investment team who can help them make strategic decisions. To determine who might be best suited to help you, consider what Rabbi Lord Jonathan Sacks z”l wrote in his book, Lessons in Leadership: 
Leaders work with others…. Read more