What Is Bitcoin And Should It Be In My Portfolio?
If you are baffled by this definition, you are not alone. Yet, this confusion hasn’t stopped many folks from enthusiastically investing in and utilizing this asset.
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.
Affording A Frum Lifestyle: A Proactive Approach
None of these strategies are easy, but they may all be effective when taken seriously.
The Thirteen Principles Of Wealth
Successful investing does not mean perfection. There is no perfect portfolio or time to invest in the market.
Investment Strategy For Turbulent Times
It’s important to remember that this is not the first time that the world has been on edge.
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.
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.
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.
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.
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.
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.
Student Loan Forgiveness: What It Means For The Future Of Higher Education
Current estimates suggest that Biden’s program would cost around $300 billion, or about $2,300 per U.S. household. While this burden would not actually be shared equally across all households, it provides some perspective on the cost of the program.
Is Spending Yeshiva Break In Florida Financially Prudent?
The rule of thumb is to have three to six months’ worth of expense money in your account as a cushion in case a need arises.
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.
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.
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.
Shenkman’s 2023 Personal Finance Outlook
Investors should remember that despite what is happening in the world, the markets and humankind have always prevailed.
The 10 Commandments Of Personal Finance
There is a tendency for investors to find, and pile into, the hot investment du jour... When things go south, having an overly concentrated position in any one area of the market can be devastating.
Seven Ways To Invest In Israel Today Given The War In Gaza
There are also other ways of advocating for Israel. This may include peaceful rallies and writing letters to your local politicians. While it may feel like our elected officials have their own agenda, the reality is they like their jobs and can’t totally ignore their constituents.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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