The Case for Alternative Investments in Today’s Economy
The Concentration Risk in Today’s Portfolios Did you know that at the start of this year, just seven stocks made up over 36% of the value of the S&P index, and that US stocks have increasingly dominated global equity with over 50% of international equity invested in US stocks? Over the past decade, many portfolios […]
Déjà Vu? Build financial resilience before the next shock hits.
Do you feel like you are on an uncontrollable roller coaster, looping through crisis after crisis with barely a moment to catch your breath? If yes, you aren’t alone. Many of us are feeling just that, and it is reshaping the way we need to think about all elements of our lives, including the financial […]
Introduction to Investing: Asset Classes & Diversification
Investing well is about more than picking individual stocks or chasing the latest trend. At its core, sound investing combines three fundamental building blocks: Power of Compounding A Clear Investment Plan Thoughtful Diversification Below, we unpack each pillar and give you the tools to set up your money for long-term growth. https://youtu.be/2gY2RhxOjqA 1. Power of […]
Small Seeds, Big Trees: Master the Power of Compounding
The power of compounding is often called the eighth wonder of the world – and for good reason. At its core, the power of compounding is the process by which your investment returns generate their own returns. Even if you make just one initial investment and leave it untouched, your gains begin earning gains of […]
Mountain biking our way to fulfillment
A Ride Through the Heart of Jerusalem I recently participated in the Sovev Yerushalayim annual bike ride circling the city of Jerusalem, together with thousands of other participants, in anticipation of this year’s Jerusalem Day. It was a truly breathtaking experience biking around our capital, experiencing the physical beauty that surrounds the city. Every turn […]
Beating Housing Prices in Israel
Israel’s buoyant real estate market continues its upward trajectory despite potentially disruptive factors. After a long period when prices rose consistently (since 2007), there was a brief lull in early 2023, where prices dropped approximately 2.5% nominally in late 2023. However, prices began rising again in early 2024 and continued rising throughout the year (despite […]
Wealth and Well-being: Finding the Balance
Voltaire said you should judge a man by his questions rather than his answers, so here are a few to consider! How many of us spend our lives chasing financial security, working long hours in jobs we dislike? How many times have we heard people, once it was too late, voice regret for not spending […]
AI in Personal Finance: Balancing Innovation with Human Expertise
Cast your mind back to the alternative existence that was our life during covid. Were you one of the millions of consumers who had a credit card payment rejected in the Spring of 2020, for no apparent reason? You probably weren’t affected too much, as most of the rejected payments were then approved, so the […]
Does your culture play a part in your investment strategy?
Cultures are responsible for so many differences in virtually all parts of our lives. As a random example, did you know that in Japan slurping noodles is considered a sign of appreciation, not rudeness? Therefore, it shouldn’t surprise us that our cultures also impact our perspectives and strategies regarding investing, which can change dramatically as […]
Tailoring your finances to your stage of life
Managing our finances is a work in progress – what works in our twenties won’t necessarily suit our forties, fifties, sixties or seventies. And that’s why it’s so important to align our financial strategy with our current stage of life. By understanding the different phases, we can build a secure financial future all the way […]