Is it just a coincidence that the month of April is both Financial Awareness Month AND Alcohol Awareness Month? What is divine providence trying to tell us? The answer lies in the similarities between people who struggle with addiction and…
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2020 was an extremely difficult year. Many families had their incomes significantly reduced. As a result, they have come to rely on the services provided by their communities. The Jewish Federation of Raleigh’s mission, guided by the Jewish values of…
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The key to building wealth is to make decisions based on complete and accurate information.
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As someone who has worked on Wall Street for 30+ years, the answer for individual investors is yes. The individual investor is at an informational disadvantage. There is a reason Wall Street and successful fund managers have technology and data…
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COVID-19 has forced many households into the entrepreneurial world; whether they are ready or not. In many respects, entrepreneurs can exhibit symptoms that mirror other substance abuse disorders. Left unchecked, families can find themselves in a financial bind that they…
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Michael Lewis recently appeared on the UK-based Yeukai Business Show. The show featured Michael speaking with host Yeukai Kajidori about how families can protect their assets from the effects of addiction. Synopsis: The expression “workaholic” describes someone who is addicted…
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Battling addiction, no matter what the substance of choice, requires a strong support network. A financial advisor with empathy towards substance abuse should be a part of that network. He/She will be instrumental in creating boundaries, preparing a plan, and…
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While the question is simple, the answer is not. Below I have listed several factors where diversification plays a role in reducing risk in an investment portfolio. Asset allocation Most people think of asset allocation when considering if their portfolio…
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According to a 2018 report prepared by the Stanford Center on Longevity, most American workers have not saved enough to allow them to retire at age 65 while maintaining their current standard of living. In 2019, a record number of…
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