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.

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 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.

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!

Back To The Basics: Investing Is Like A Birthday Cake

Technically, stocks have unlimited upside. That’s why they may be the best vehicle for long-term investors who need their money to outpace inflation over that long period.

Why My Year In Israel Was One Of The Best Investments I Have Ever...

The theme of living a Torah lifestyle became much more important to me and guides my decision-making process today.

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.

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.

Should I Incur Credit Card Debt To Pay Yeshiva Tuition?

While sacrifices need to be made to live a frum lifestyle, NO family should be expected to accumulate credit card debt to send their kids to yeshiva. It's the yeshiva’s responsibility to do more to help parents in this scenario!

Mid-Year Financial Checklist

Freeing up cash from unnecessary expenses can give you the flexibility to spend more on areas that are more meaningful for you, like family, vacation, or making necessary home improvements.

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.

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.

The Futile Pursuit Of Perfection: Lessons For Torah Study, Life, & Investing

Sensitivity to taxes can also manifest itself in portfolio construction. Certain investments are more tax efficient than others.

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.

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.

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.

Is My Money Safe In A Bank?

Start-up companies were the bank’s major clients, and they tend to borrow a lot of money. When rates were low, business was easier. When rates climbed, it became much more expensive to run their business and things gradually became more challenging for them.

Do I Have Enough Life Insurance?

Before delving into the more involved questions about life insurance, it’s worth reviewing what it is and why it is important.

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.

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.

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.

Shenkman’s 2023 Personal Finance Outlook

Investors should remember that despite what is happening in the world, the markets and humankind have always prevailed.

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.

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.

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.

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.

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.

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.

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.


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