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.
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.
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.
Yaakov’s Blessings To His Children & Three Important Financial Lessons For Orthodox Families
For every bad financial experience regarding kollel, I imagine there are many positive ones. The most non-financially stressful kollel experience requires a Yissachar and Zevulun relationship that is clearly defined from the onset.
Appreciating Tradeoffs And Living Your Rich Life
When deciding where to live, there may be a tradeoff between the percentage of your income that goes towards housing costs and the number of options for frum amenities which are more plentiful in high cost of living communities.
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.
Spending Money On Things Vs. Experiences
The importance of creating meaningful experiences is especially relevant as we approach the chagim.
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.
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.
The New Pharaoh & Planning For Change
The best way to manage the inevitability of changing market dynamics is to plan ahead.
My Commencement Address: 7 Ways to Build Your Human Capital
An open letter to recent college graduates.
The Thirteen Principles Of Wealth
Successful investing does not mean perfection. There is no perfect portfolio or time to invest in the market.
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.
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.
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.
The Seder’s Annual Reminder: How To Be More Intentional With Our Finances
The essence of this message is simple. It’s to continue living by the same traditions and values that have been passed down from generation to generation.
Living Dangerously: A Theme For The Three Weeks And Investing
Investors tend to make drastic decisions when they are feeling scared, greedy, or impatient. Unfortunately, these impulsive moves rarely, if ever, work out. Emotional decisions have no place in the world of successful investing.
Thinking Of Aliyah? Review These Preliminary Financial Considerations Before Any Big Decisions
It behooves all families, but especially folks with a lot of assets, to speak with an estate planning attorney and tax accountant who specialize in these cross-border issues. Failure to do so can wreak havoc within your finances, especially for your loved ones after you pass away.
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.
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.
Investment Strategy For Turbulent Times
It’s important to remember that this is not the first time that the world has been on edge.
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.
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.
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.
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.
Personal Finance Rules Of Thumb (With A Frum Twist)
This week I’ve decided to compile some popular rules of thumb to share with readers and offer my own thoughts on the relevance of each rule. Keep in mind that it’s OK if your personal situation doesn’t alight exactly with every rule.
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.
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.
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.
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.
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