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.

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.

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.

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.

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.

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.

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.

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.

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.

Enjoy Your Herring And Retirement Too

Besides mortgage and insurance payments, there is a myriad of costs associated with maintaining a home. It’s important to factor in these annual upkeep costs to ensure you are purchasing a home that you can actually afford.

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.

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.

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.


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