Personal Finance
Are You Guilty of This Portfolio Management Mistake?
Should Retirees Diversify Globally to Protect Their Savings?
Which Is More Important: Steady Income or Potential Growth
Read This BEFORE You Give Your Children a Cash Gift!
What Every New Immigrant Needs to Know in One Brief Letter
A new olah from America asked me for aliya advice. She had already contacted me six months before she arrived, set up new U.S. brokerage and IRA accounts through my office, and had all her investments in place. Though there are plenty of resources to help new immigrants,… Read more
How to Invest Your Dollars When You Live in Israel
How Much Money Do I Need to Retire in Israel?
A lawyer in New York explained to me that he and his wife want to retire in Israel since the majority of their children and grandchildren already live here. “I’ve been working hard to save,” he said, “but I don’t know how much money I need to retire in Israel.”
It’s not only the amount that you have
For this lawyer,… Read more
My Savings are Disappearing, What Should I Do?
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


