The Thirteen Principles Of Wealth
Successful investing does not mean perfection. There is no perfect portfolio or time to invest in the market.
Shenkman’s 2023 Personal Finance Outlook
Investors should remember that despite what is happening in the world, the markets and humankind have always prevailed.
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.
Lech Lecha: The Oldest And Most Effective Financial Planning Strategies
I’m sure readers can point to their own parents, grandparents, or great-grandparents, who moved to this country to improve their respective circumstances. Whether it was to flee antisemitism and pogroms, or perhaps to find a job, moving has always been an effective financial planning strategy.
The Grasshopper Complex: Imposter Syndrome, Capability, and the Stories We Tell Ourselves
When we are stretched beyond our current ability, we enter discomfort. But that discomfort doesn’t mean we’ve reached our limit; it may mean we’re standing at the edge of our capability. Whether we step forward depends on mindset.
Sticking With Your Learning And Financial Resolutions In 2024 And Beyond
When it comes to personal finances, there are also many cool things out there. However, the determinant of success always comes down to sticking to the basics.
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.
My Commencement Address: 7 Ways to Build Your Human Capital
An open letter to recent college graduates.
The Golden Calf, Vanderbilts, And Touro Synagogue: Money Lessons From The Parsha
When I meet with affluent families, I endeavor to frame money as a tool and not a scorecard. Communicating this viewpoint is often even more impactful than the investment recommendations or tax mitigation strategies I implement on their behalf.
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.
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.
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!
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.
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.
Lavan & The Financial Fraudsters Amongst Us
While I truly believe that most people in the investment business conduct themselves with high ethical standards and are motivated to help investors achieve their financial goals, there are a few bad apples out there that are usually the loudest and most skilled salespeople.
Weddings & Credit Card Debt: A Bad Combination
If you need to take out credit card debt to pay for something, it means you are spending too much money.
Self-Destruction vs. Self-Discipline
If we make people believe they are infallible, they eventually believe they can do no wrong – especially when they do.
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.
The Pesach Paradox
The human tendency to focus on positive memories, while conveniently forgetting about the less positive ones, is helpful.
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.
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.
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.
Investing Superpowers
Investors also possess superpowers that can help them overcome financial challenges. If implemented, they can help families – even those with modest incomes – achieve wealth and prosperity.
Spending Money On Things Vs. Experiences
The importance of creating meaningful experiences is especially relevant as we approach the chagim.
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.
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.
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.
Money Lessons From The XXXIII Olympiads: Trust The Process
At the end of the day, believing in your plan can keep you committed to it when the going gets tough.
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.
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