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
One of the biggest obstacles to becoming wealthy is seeing the image of a black dot in the above picture. Although it only represents a small percentage of the graphic, if that is what you see first, it reveals an important insight into how you view the world. As Rabbi Lord Jonathan Sacks explains in Celebrating Life,… Read more
Are you looking for some safety (like an insured deposit) in your investment portfolio, and still want to receive interest? It’s possible… if you use the correct strategy. Read to see how a client and I navigated the tension between safety and growth.
I recently met with a woman who felt her advisor had put her into the wrong investments…. Read more
You may have heard that some major U.S. brokerage firms like Merrill Lynch and Morgan Stanley have told clients living outside of America that they must close their accounts. Some people have called me and said, “I don’t understand how they know I live in Israel. I use my brother’s home in California as the address on my account.” These days,… Read more
