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.
Parkbridge’s Market Outlook: Pharaoh’s Dreams & Investing In 2025
In my annual investment outlook, I always try to focus on strategies that are more practical for investors. My friend, Yoni Raab, suggested that this year I look to Parshas Mikeitz and Pharaoh’s dreams to glean some timeless Torah wisdom for investors to apply in the year ahead. As always, Mr. Raab’s suggestion turned out to be spot on.
Is College Still A Good Investment?
When I discuss college planning strategies with clients, I typically focus on how to afford these steep tuition costs.
The Best Gift For Chanukah This Year Is A Good Financial Advisor: Here’s How...
It’s tempting for clients to want their fees to be the lowest possible. However, working with someone just because their fees undercut the competition may be shortsighted.
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 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!
Money Lessons From The XXXIII Olympiads: Trust The Process
At the end of the day, believing in your plan can keep you committed to it when the going gets tough.
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.
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.
Hope Is Not An Investment Strategy
While we should all daven for divine intervention to protect us and help us make good decisions and achieve our goals, I find that, in the realm of personal finance, far too many people seem to rely solely on miracles to secure their financial future.
What Should My Son Do With The Money He Made This Summer Working As...
At this stage of your child’s life, the most important thing is to engage them in discussion about basic financial literacy.
The Four Sons And Striving For Investment Simplicity
Sadly, there is no combination that is more dangerous to your nest egg than overconfidence mixed with a lack of experience.
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.
The Role Of Mazal
If readers take a moment to think about the role that mazal has played in their own lives, they will undoubtedly find the luck in seemingly small or seemingly insignificant decisions or events that literally changed the trajectory of their life.
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.
Affording A Frum Lifestyle: Increase Your Household Income
You may be surprised how many companies would be open to having the right candidate work remotely regardless of their location.
Dave Ramsey’s Seven Baby Steps: A Frum Person’s Perspective
For folks who are deep in debt, getting to a $1,000 emergency fund is a big accomplishment.
How Can So Many People Afford To Do Construction?
It’s always worth reminding yourself that wealth is what you don’t see. Houses, cars, fancy clothes, and the like are all visible things on which people spend money. What’s actually in their bank account is not advertised to the public.
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.
Overcoming Antisemitism By Investing In Your Jewishness
While it’s important to have articulate advocates representing Israel and the Jewish people, what is the average person’s role in improving the plight of Jews around the world?
Adapt or Falter: The Enduring Lesson of Evolution in Leadership and Life
Adaptation does not mean straying from who we are. It means deepening our understanding of who we are meant to become.
Buying A Home: A Bad Investment, But (Usually) A Great Financial Decision
My personal view on homeownership has evolved over time. Instead of focusing on the subpar returns that most homes will generate, I have come to appreciate why a house may be an excellent financial decision for many families.
What Should I Do With My 401(k) From A Previous Employer?
If you spent many years working for a company, it is possible that this pool of money is one of your most significant assets. Therefore, proper management of these funds is foundational to a successful retirement.
Affording College: Important Considerations For Every Parent
Any college-bound person should fill out the FAFSA a year prior to matriculation. Remember, your family doesn’t need to have a low income to qualify for assistance.
Personal Finance & Thanksgiving: There Is Much To Be Thankful For
I am also thankful that we have a well-established system for handling bankruptcy just in case an investor overextends themselves on any speculative investments. Most people deserve a second chance after they learn from their mistakes.
The New Bernie Madoff Documentary And Timeless Lessons For All Investors
As I watched the documentary, reliving what I saw unfold firsthand in 2008, I couldn’t help but note several timeless investing lessons that could be learned from the greatest scam in history.
The Paradox of Novelty
As AI emerges as the next frontier, Apple’s magic – the sense that it knows what we want before we do – is at risk of growing stale.
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.
Is Now A Good Time To Buy A Home?
Attempting to time your home purchase with the optimal market conditions is like trying to time when to invest in the stock market. In both situations, you will most likely not be successful.
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.