Whether the Stock Market Soars or Sinks, Stay Cool
By ANTHONY D. CRISCUOLO (CFP®)

eHezi Archives Leave a Comment

Market timing doesn’t work. Have a long-term plan and determine if you’re over- or underinvested in U.S. stocks, foreign stocks and bonds. The stock market this past year has given investors both ecstasy and agony. It continues to provide object lessons. The first lesson: Don’t get overly excited when the market soars. If you become convinced that there’s no place …

eHeziWhether the Stock Market Soars or Sinks, Stay Cool
By ANTHONY D. CRISCUOLO (CFP®)

Long-Term Solution, Short-Term Problem
LARRY M. ELKIN, CPA, CFP®

eHezi Archives, Business, Community, Economic Development, History, Mt. Vernon, Ossining, Ossining, NY, Westchester County, NY, White Plains, NY, Yonkers, NY Leave a Comment

When a business says “No new customers please,” something has gone very wrong. When that business is a major utility, the first place to look for the responsible parties is in the halls of government. Earlier this year, Consolidated Edison imposed a moratorium on new natural gas connections in Westchester County, New York. As of mid-March, the utility stopped accepting …

eHeziLong-Term Solution, Short-Term Problem
LARRY M. ELKIN, CPA, CFP®

If You Invest in Lyft or Uber, You Might be Taken for a Ride
By PAUL JACOBS, CFP®, EA

eHezi Budget, Business, Economic Development, Finance, History, National, New Jersey, New York State, People, Westchester County, NY Leave a Comment

There’s a lower-risk way to get growth ATLANTA, GEORGIA — May 3, 2019 — Investors should not be too hasty to jump into Lyft and Uber. They could be taken for a ride. Uber’s initial public offering (IPO) is expected the week of May 6, and many investors are lining up to climb aboard. Lyft’s stock made its debut in …

eHeziIf You Invest in Lyft or Uber, You Might be Taken for a Ride
By PAUL JACOBS, CFP®, EA

Congressional Anti-Semitism Task Force Statement on Poway Synagogue Shooting

eHezi Governance, History, International, Jewish Westchester, Law, National, People, Politics Leave a Comment

WASHINGTON, DC — May 2, 2019 — The Co-Chairs of the Bipartisan Task Force for Combating Anti-Semitism issued this statement on the tragic shooting in a synagogue in Poway, California: “On this day, we solemnly commemorate Yom Hashoah and the six million Jews who were murdered in the Holocaust. We also extend our deepest condolences to the victims’ families and the …

eHeziCongressional Anti-Semitism Task Force Statement on Poway Synagogue Shooting

An Ancient Hate Thrives Amid Modern Frustrations
By PAUL JACOBS, CFP®, EA

eHezi Book Reviews, Finance, Governance, History, International, Jewish Westchester, Law, National, People Leave a Comment

The shooting at a synagogue in Poway, California last weekend was undeniably tragic. But it is hard to tell if it is a symptom of a growing problem in the U.S. – one with centuries of history behind it. Anti-Semitism is often a sign of a society under pressure or in decline. While Jews were widely persecuted in Medieval Europe, …

eHeziAn Ancient Hate Thrives Amid Modern Frustrations
By PAUL JACOBS, CFP®, EA

Don’t Fall Into a Tax Trap When You Move to a New State
By PAUL JACOBS (CFP®)

eHezi Finance, History, Law, National Leave a Comment

Moving to a low-tax paradise can backfire without planning Many people used to be able to deduct all state and local taxes (SALT) on their federal return. That took some of the sting out of living in a high-tax state. But the new tax law rubs SALT into the wound by capping the SALT deduction at $10,000. Well-off people now …

eHeziDon’t Fall Into a Tax Trap When You Move to a New State
By PAUL JACOBS (CFP®)

Opportunity Zones Give Investors New Opportunities to Diversify, Cut Taxes and Profit
By MELINDA KIBLER (CFP®), Enrolled Agent (EA)

eHezi Economic Development, Finance, History, Law, National Leave a Comment

Act by December 31, 2019 to Get Full Tax Benefits Taxpayers have a unique opportunity in 2019, thanks to the new Opportunity Zones program. It offers valuable tax breaks to investors who reinvest capital gains in projects designed to bolster economically struggling communities. You can reduce your taxes, potentially make a long-term profit and help the targeted areas. Under the …

eHeziOpportunity Zones Give Investors New Opportunities to Diversify, Cut Taxes and Profit
By MELINDA KIBLER (CFP®), Enrolled Agent (EA)

Standing With Venezuela
By LARRY M. ELKIN, CPA, CFP®

eHezi Campaign Trail, Governance, History, International, Law, People, Politics Leave a Comment

FORT LAUDERDALE, FL — February 1, 2019 — Ten days ago, when Vice President Mike Pence published an op-ed in the Wall Street Journal under the headline “Venezuela, America Stands With You,” I set it aside as the basis for a blog post – with the additional notation, “but how?” I got my answer, or at least some of it, …

eHeziStanding With Venezuela
By LARRY M. ELKIN, CPA, CFP®

Don’t Buy Critical Illness Insurance
LARRY M. ELKIN, CPA, CFP®

eHezi Finance, Law, National Leave a Comment

It’s More Like a Lottery Ticket Than Serious Insurance Critical illness insurance, also sometimes called catastrophic illness insurance or “dread disease” insurance, has boomed in recent years. Offered as an optional benefit by many employers, it’s designed to supplement traditional health insurance if you develop certain serious illnesses or health conditions, such as cancer, a heart attack or a stroke. …

eHeziDon’t Buy Critical Illness Insurance
LARRY M. ELKIN, CPA, CFP®

Keep Calm When the Stock Market Plunges; It Can Create Opportunity
By PAUL JACOBS (CFP®)

eHezi Finance, History, International, National Leave a Comment

Investors can get queasy when the stock market plunges. But there’s a bright side. During a downturn, stocks are on sale. The recent drop—and inevitable future plunges—can provide opportunities that investors have not seen for quite some time. The key is to keep calm during downturns and stick to your long-term investment plan. It’s important to keep your head during …

eHeziKeep Calm When the Stock Market Plunges; It Can Create Opportunity
By PAUL JACOBS (CFP®)