Ben MaimonMar 282 minDonor-Advised Funds and the Gifting of Appreciated AssetsAs noted in our 2020 post, groundbreaking Israeli tax regulations recognized donor-advised funds (DAFs), allowing JGive Giving Fund and...
Ben MaimonJul 12, 20201 minUS/Israel Tax, Estate, and Investment Review For OlimLast month, we had the pleasure to participate in two expert panels on the topic of US/Israel Tax and Investment Matters for Olim. We’d...
Ben MaimonApr 23, 20203 minImportant Mechanism for Addressing Life's UncertaintiesThe following is an update of our original article posted in 2017 that we believe is timely and we hope will make it easier to address...
Ben MaimonJul 24, 20195 minThe Importance of Investment Discipline We believe that the goal of investment advice is to educate investors and increase their understanding of diversification, costs, and...
Ben MaimonMay 3, 20193 minThe Uncommon Average“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be...
Ben MaimonMar 3, 20191 minThe Appeal of Factor InvestingIn this recent post, Larry Swedroe highlights the benefits of well-designed factor-based strategies. Historically, such strategies have...
Ben MaimonOct 19, 20181 min“Most battles are won or lost long before the first shot is fired.”Attributed to Napoleon Bonaparte, this statement highlights the importance of a well-thought-out investment plan that anticipates steep...
Ben MaimonAug 24, 20181 minMaintaining a Globally Diversified PortfolioIn his recent MultiFactorWorld post, Jared Kizer makes the case that despite U.S. equities' substantial out-performance in recent years,...