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.
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.
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!
Pesach Cleaning And Portfolio Maintenance
Taking the time to go through a checklist of items to ensure that your investments and financial plan are all up to date is imperative to achieving one’s goals.
Beyond The Numbers: Retirement And Investing Lessons From My Zeidy
Little did he know that he taught me much more about investing and retirement planning than the training program at a major Wall Street bank early in my career.
Shenkman’s 2023 Personal Finance Outlook
Investors should remember that despite what is happening in the world, the markets and humankind have always prevailed.
Laid Off Before You’re Ready To Retire? What To Do Now?
It’s important to note that while you are allowed to collect Social Security and unemployment benefits simultaneously, depending on where you live, your unemployment benefits might be reduced.
Supporting Kollel Kids And Retirement: A Difficult Puzzle To Solve
High-interest debt is a cancer to personal finance. It can quickly grow out of control and become insurmountable. To dig yourself out of your financial hole and begin building wealth, you need to get rid of your loans.
A Time For Spiritual & Financial Introspection
The social pressures that come with living in a tight knit community or having a close group of friends may be some of the most difficult money challenges to overcome.
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.
Money Advice Every Parent Should Give Their Children
Financial planning is not only about the accumulation of wealth, it is also about the transmission of values to the next generation.
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 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.
I’m Proud To Be An American Investor
The urban legend is that in honor of Haym Salomon's pivotal contributions the 13 stars, representing the colonies, on the back of the dollar bill were arranged in the shape of the Star of David.
Back To The Basics: Using The “Bucket Approach” To Financial Planning
For any reader who made it through this article, congratulations! You now know more about financial planning than the overwhelming majority of your friends and fellow countrymen!
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.
The Most Important Financial Decision: Who You Decide To Marry
I share this dose of reality: You don’t get a pass on math. If you do not have a high household income, you can’t live an extravagant lifestyle. You will need to make compromises on where and how you live.
Shidduchim & Money: Should Finances Play A Role In Who My Child Decides To...
Yes, finances are a very important consideration when dating. In fact, I would rank it among the most important criteria.
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.
New Research On The Finances Of Orthodox Jewish Life: Lessons For All
One of my most interesting observations is that the folks who accumulated the most assets were often not the ones with the highest incomes.
College Is A Financial Decision: Plan Accordingly
College is an investment: Don’t let any admissions officer, friend or family member sway you with less important factors like campus life, extracurricular activities, junior year abroad options, national rankings, how many alumni are Nobel laurates, or the university’s sports team.
Confirmation Bias And What The Media Can Teach Us About Personal Finance
The question I constantly find myself asking is why does this intellectual dishonesty occur? The answer, at least partially, is due to confirmation bias.
Nissim, Niflaot, And The Power Of Compound Interest
Some readers may be concerned about putting all their money into the stock market since its fluctuations can be nerve-racking.
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.
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.
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.
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.
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.
My Commencement Address: 7 Ways to Build Your Human Capital
An open letter to recent college graduates.
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.
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