Latest Blog Posts

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

10 Commandments for financial security

POSTED BY AARON, 11:51AM 06.05.14

As we celebrate Shavuot, the holiday of the Jews’ receiving the Torah on Mt. Sinai, outside of eating cheesecake with blueberry topping, one of the high points of the day is the reading of the 10 Commandments. While far less spiritual, what better time is there to discuss the 10 Commandments to help achieve financial security than now? ... Read More

Are you financially literate?

POSTED BY AARON, 1:18PM 05.29.14

" Unfortunately, far too many millennials trying to cope with these economic conditions have low levels of financial literacy and are wrestling with concerns about their debt." ... Read More

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