Is It Wrong To Go On A Lavish Pesach Program?
I don’t oppose lavish vacations. In fact, as long as someone is living within their means, saving for their future, and giving to tzedakah, they should be able to go on the most extravagant and over the top vacation that they want.
Israeli Pharmaceutical Sales Certified in Europe
The European Parliament has approved a pharmaceutical trade agreement with Israel after two years of attempts by the Palestinian Solidarity Campaign to block the partnership.
ParkBridge’s Outlook For 2024: Seven Mistakes To Avoid In The New Year
As I say every year, it’s important to keep in mind that these predictions are nothing more than educated guesses, wishful thinking, and marketing.
Jewish Communal Fund Sends Out Record-Breaking $456 Million in Grants in FY 2019
In FY 2019, JCF distributed 23 percent of assets, well above the industry average.
The Reverse Obituary
I’m inspired by the people all over the world, Jews and non-Jews alike, who are donating time, money, supplies, and food, to help defend Israel.
Name Dropping
As we approach the biggest travel period of the year, be open to striking up a conversation with the person standing in line with you before boarding, or seated next to you on the plane or bus.
Keeping Up With The Goldsteins And The Importance Of An Investment Policy Statement
You will hear all about the investments on which your friends made a windfall but will never hear about the duds that cost them a fortune.
2018 J-Biz Spurs Powerful Networking; Atracts Leaders in Business, Government and Major Media
Judging by the plethora of Israeli entrepreneurs at J-biz, the event made a particular mark on the Israeli economy and US-Israel relations this year.
Affording A Frum Lifestyle: The Benefits Of Relocating
Housing is the obvious example of potential cost-saving by moving. I am always astounded when friends and clients in other parts of the country tell me how much they spend to purchase a new home.
Iran Currency Plummets
Iran’s currency fell a whopping 16 percent on Monday to a record low of 34,500 rials to the dollar, plummeting from 29,500 rials on Sunday.
Israeli Startup Helps Kids Manage Hanukkah Gelt
Just in time for Hanukkah, an Israeli startup is helping kids to handle their gelt responsibly.
Should We Get Out Of California?
Despite what may seem like my impassioned defense of Los Angeles, I have only been there as a visitor. I can appreciate a great dinner with friends at Pat’s on Pico... However, I can’t pretend to fully understand the daily struggles of the average frum family there.
Trade Secrets
I believe that the value of a competition like this is severely diminished if there’s no opportunity to learn from or about the competitors’ strategies.
V’nahafoch Hu And The Dangers Of “The Kiddush Club Portfolio”
The KCP is often the result of social pressure from one’s community and circle of friends. It’s quite common for people to exhibit conformity bias, where they behave according to, and make decisions based on, what others around them deem acceptable.
Are Annuities A Good Investment?
Annuities have a bad reputation, and rightfully so. In my opinion, they are a jungle of high fees, moving parts, and lack of transparency. In short, they are not usually the best choice.
Financial Independence, Retire Early (FIRE)
Yosef had committed 14 years of his life to what was likely a very demanding role in the public spotlight, with thousands, if not millions, depending upon him. Perhaps Yosef decided that it was OK to step down.
U.N. General Assembly Passes Israeli-Proposed Resolution
The United Nations General Assembly passed a resolution proposed by Israel that establishes entrepreneurship as a critical development tool for countries around the world.
Living Dangerously: A Theme For The Three Weeks And Investing
Investors tend to make drastic decisions when they are feeling scared, greedy, or impatient. Unfortunately, these impulsive moves rarely, if ever, work out. Emotional decisions have no place in the world of successful investing.
Sticking With Your Learning And Financial Resolutions In 2024 And Beyond
When it comes to personal finances, there are also many cool things out there. However, the determinant of success always comes down to sticking to the basics.
Financial Planning Checklist: 20 Ideas To Consider Before Year-End
The end of the secular year typically coincides with certain deadlines. It is also a great opportunity to set the stage for a financially successful new year.
Thanksgiving: A Time To Be Thankful (Even During Challenging Times)
No matter how challenging the environment, there is always reason for hope and items for which to be grateful. This is true for life as well as investing.
Should We Be Concerned About Inflation?
If you are a few years from retirement or in retirement, inflation becomes a bigger concern. You may no longer have a paycheck, can’t take as much risk with your portfolio, and don’t necessarily have the luxury of waiting out a long inflationary cycle.
Climbing The Career Ladder: Struggle Or Opportunity
Let’s remember that we are “Children of Israel” and in our DNA is the courage to continue, and even the ability to thrive, despite the struggles we face.
Reflecting On The Past Year: 6 Lessons For Investing And Life
One of the biggest determinants of financial success is the ability to stick with a strategy through many different environments.
Should I Pay For The Young Couple’s Shana Rishona In Israel?
While you seem less enthusiastic about your son’s plans, your in-laws may be ecstatic about the idea. They may be more than willing to pick up the tab.
Downsize, Upsize, Or Stay Where I Am?
Downsizing is a great time for retirees to go through their own things and dispose of items that they no longer need. It’s also a great opportunity to gift more sentimental items to children, grandchildren, or charity.
Israel Corp, Tamar Oil Partners Sign $4 Billion Gas Contract
Israel Corp. and the Tamar partners signed a $4 billion contract on Sunday, agreeing that Noble Energy, Delek Group, Isramco and Alon Natural Gas Exploration would provide for Israel Corp’s gas needs.
Rami Levy starting cellular service today
Rami Levy enters the cellular market, undercutting the competitors as he always does.
Creative Strategies for Giving Tzedakah
These trusts are a wonderful way to benefit charity and achieve a family’s retirement and estate planning goals in a tax advantaged manner.