Investments in Communication That Can Improve Your Quality of Life

“My mother has enough money,” a client told me recently. “She just doesn’t seem to be as happy as she used to be.” He explained that although she is financially secure, due to the corona epidemic, she hardly leaves her house and has limited personal interactions. He was worried about her quality of life. … Read more

Thoughts on My Daughter’s Wedding
marry off children

While you read this, I’m celebrating the wedding of my daughter and new son-in-law. As the flowers wilt and echo of the wedding march fades, I pray the newlywed’s love and commitment only strengthen.
Being an experienced financial professional and a concerned parent, I’d like to offer a few tips on how to maintain financial harmony in a marriage…. 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

Is The Right Company Managing Your Money?
Customized financial advice

A tax lawyer recently called me to ask if I could help one of his clients who is inheriting “all sorts of stuff from America.” That “stuff” turned out to be brokerage accounts at two different firms and a retirement account (IRA). “To make matters worse, Doug,” the lawyer told me,… Read more

3 Steps to Stop Your Retirement Nest Egg from Breaking
retirement nest egg

A retired couple met me in my Jerusalem office and within minutes of sitting down, it was clear that they each had drastically different views about how to handle their retirement nest egg. The husband wanted to invest heavily in the stock market and the wife wanted more conservative investments to protect their nest egg from breaking…. 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

Will Your Money Take You to the Moon and Back?
Space IL

I just saw some of the fantastic “selfies” sent back from Space IL’s Beresheet. As of this writing, it is set to land on the moon on April 11th.
While this is certainly a giant step in Israeli aviation history, it is also a powerful lesson in the power of small steps and compound interest…. 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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