I saw a “floater” in my eye and, like any responsible person, I Googled everything I could find on the topic. From a respectable site, I discovered, “Floaters are very common and typically don’t require treatment.” Relieved, I figured next time I go for an eye exam, I’ll mention it to the doctor…. Read more
Today’s “Client of the Month Award” goes to Mrs. S. because of how she stepped out of her comfort zone and decided to understand her investments.
Who handles the money?
For convenience, many couples select one partner to handle the investment decisions. It’s OK to do that if that person has more expertise or enjoys dealing with the family’s finances…. Read more
Click here to read the piece “Should You Have Bonds in Your Investment Portfolio?”.
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Click here to read the piece “How to Overcome the Challenges of Receiving an Inheritance”.
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People struggle to find a good birthday gift for their parents, but my children know the trick. They can always buy me a book by Rabbi Lord Jonathan Sacks, z”l. From their most recent present, Lessons in Leadership, I discovered that Rabbi Sacks’ conclusion, “Seven Principles of Jewish Leadership,” corresponds to some of the most important financial planning lessons. … Read more
