Seeing Beyond the Next Hill
Better financial decisions start with a broader perspective. Learn how to look beyond today’s pressures and plan for the financial milestones ahead.
The Currency Conundrum
Why gradual conversion and currency diversification can help olim sleep better at night. While everyone that I meet with has their unique circumstances, historical background and perspectives, there are certain commonalities that repeat themselves, especially with Olim who make Aliyah in retirement. When I sit with retirees in my office, they are financially secure on […]
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 […]
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 […]