Latest Blog Posts

Financial aliya: New olim, money tips from an experienced oleh

POSTED BY AARON, 3:06PM 08.14.14

I can’t tell you how often I have met Americans who made Aliya, neglected their finances and are now paying the price. Here are a few tips that will make your financial relocation a bit easier. ... Read More

World is a mess: How should you invest?

POSTED BY AARON, 2:25PM 08.07.14

Aside from Israel’s war with Hamas, Syrian genocide, Iranian nuclear proliferation, radical Islamization of Iraq, Russian’s shooting down a Malaysian airliner over Ukraine, massive but little reported human-rights abuses in Venezuela, the sieve that has become the US border and other issues, let’s not forget that the global economy has not rebounded from the financial crisis of five to six years ago nearly as strongly as anticipated. Throw in daily headlines about how the US stock market is so high a crash is imminent, and it’s no wonder that investors are nervous. ... Read More

Welcome home Nefesh B’Nefesh Olim: Financial Aliya

POSTED BY AARON, 11:31AM 07.24.14

When it comes to making the big move to Israel, a common dilemma is whether your assets should accompany you as well. Whether you have been managing your own investment portfolio or using a financial adviser, you should now consider the best approach to managing your money. It’s a topic that I like to call financial aliya. ... Read More

The ‘we don’t want your business’ letter

POSTED BY AARON, 2:53PM 07.03.14

“Fidelity Investments is telling its clients who live outside the US that they can no longer buy or trade mutual funds in their brokerage accounts as of August 1.” While investors may be allowed to hold onto existing funds, the inability to make changes to their portfolio makes the new policy a nonstarter. ... Read More

Financial tips after losing a spouse

POSTED BY AARON, 1:37PM 07.02.14

It’s hard enough to deal with the loss of a spouse on an emotional level. Add to that having to sort out all the financial issues, and it can be overwhelming. Here are some tips to help you take control of the situation. ... Read More

See previous blog posts »