The Thirteen Principles Of Wealth
Successful investing does not mean perfection. There is no perfect portfolio or time to invest in the market.
High Holiday Seats, Building Campaigns, And A Framework For Giving
Many congregants feel the costs to daven in shul are unwelcome or unnecessary. Their frustrations are valid. A frum lifestyle is expensive, and shelling out more money is a challenge for many.
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.
We Just Sold Our Home For $2.5 Million – What Do We Do With...
To get you started, below I share some common discussion points that come up frequently in my practice when strategizing with folks who just sold their primary residence and are also approaching retirement.
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.
Remembering Daniel Kahneman: The ‘Zeidy’ of Behavioral Economics
The biggest stumbling block for many investors is themselves. The tendency for people to get in their own way is usually what prevents folks from achieving success in the markets.
The Seder’s Annual Reminder: How To Be More Intentional With Our Finances
The essence of this message is simple. It’s to continue living by the same traditions and values that have been passed down from generation to generation.
The Great New York Earthquake Of 2024: Lessons For Financial Preparedness
Unpleasant surprises that induce feelings of helplessness can also strike our personal finances. In fact, the likelihood of adverse financial events impacting our nest eggs is far higher than experiencing an earthquake.
Should You Buy Nvidia
It’s possible Nvidia may continue to rise. It also may plummet like many of the aforementioned investments. The main point, and a good reminder for all investors, is: You will NOT win the investing lottery!
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.
Paying For A Wedding: When Machatanim Disagree
A caveat on my perspectives. My kids are not yet of marriageable age. My only wedding planning experience comes from my own nuptials. Although beyond showing up with a suit and kittel, and selecting a stellar mesader kedushin, my involvement was modest, and that’s being generous. My opinions, therefore, don’t stem from the details of planning.
Where Do I Park My Cash Now That Rates Are Falling?
To determine how best to allocate your funds, it’s important to understand your personal financial goals.
The New Pharaoh & Planning For Change
The best way to manage the inevitability of changing market dynamics is to plan ahead.
Investing Superpowers
Investors also possess superpowers that can help them overcome financial challenges. If implemented, they can help families – even those with modest incomes – achieve wealth and prosperity.
The Pesach Paradox
The human tendency to focus on positive memories, while conveniently forgetting about the less positive ones, is helpful.