Insights | MaimonWealth

Evidence Based

Academic and empirical concepts underlying our investment philosophy

Investor Behavior

Exploring behavioral biases that undermine our investment experience.

Life Planning

Addressing a wide range of considerations

Ben Maimon

Jun 20, 2023
3 min

A Picture of the Nation 2023

As you may know, we’re big fans of the Taub Center, Israel’s leading nonpartisan research institute whose data-driven analysis is used to...

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Ben Maimon

May 9, 2020
1 min

Value Investing - Positive Outlook

AQR Managing Principal Cliff Asness provides a compelling case for why value investing appears to be as relevant as ever. While value...

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Ben Maimon

May 7, 2020
5 min

Can Small Cap Stocks Weather the Storm?

With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised...

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Ben Maimon

Mar 26, 2020
2 min

Grit: The Secret of Success

Do the current health crisis and the associated market volatility have you questioning your investment strategy even though it's well...

188 views0 comments

Ben Maimon

Mar 1, 2020
7 min

An Illiquidity Discount?

Investors pay a premium for these illiquid and infrequently-priced assets in order to hide from the true riskiness of their investment.

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Ben Maimon

Jun 11, 2019
1 min

Factors: Buy-and-Hold

Recent research shows that factor-based strategies outperform traditional actively managed portfolios and that systematic buy-and-hold...

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Donor-Advised Funds and the Gifting of Appreciated Assets

Ben Maimon

Mar 28
2 min

Donor-Advised Funds and the Gifting of Appreciated Assets

As noted in our 2020 post, groundbreaking Israeli tax regulations recognized donor-advised funds (DAFs), allowing JGive Giving Fund and...

109 views0 comments

Ben Maimon

May 1, 2023
4 min

Social Security Planning for Expats

231 views0 comments

The Keshet Donor Advised Fund - Redefining Philanthropy in Israel

Ben Maimon

Oct 29, 2020
2 min

The Keshet Donor Advised Fund - Redefining Philanthropy in Israel

Philanthropy is a cornerstone of life for many, affording the opportunity to dedicate time and resources to support and shape their...

450 views0 comments