Avoiding the Jewish Fiscal Cliff

A collaborative approach for improving the effectiveness of Jewish philanthropy (by Mark Pearlman) Note: This paper is an outgrowth of my ongoing community involvement, including a previous study (“Creating a Jewish GDP,” The New York Jewish Week, April 2008) and my recent participation in the 2012 JPPI conference, which included sessions on the ways and means of the community. An excerpt of...

Read More

Sharing Bite-Size Chunks Of Wisdom

By THE JEWISH WEEK  Looking for a Mother’s Day gift that is thoughtful, timely — and free? A publishing company called Sinai Live is offering a small book entitled “More Precious Than Pearls,” a collection of 10 essays reflecting on Eishet Chayil (A Woman of Valor), the chapter from the Book of Proverbs traditionally sung to the woman of the house before the Friday night Shabbat...

Read More

Rethink Partners Publishing Launches Sinai Live Books

Top Jewish teachers share their wisdom through concise, engaging print books and video e-books New York, NY (PRWEB), April 30, 2012 Rethink Partners Publishing has launched a new imprint called Sinai Live Books (http://www.sinailive.com), which offers concentrated, transformative Jewish wisdom in a variety of formats, including print books and video e-books. “These books convey practical wisdom...

Read More

Actualizing Organizational Potential: A Maslow-based approach to strategic and business planning

By MARK PEARLMAN and JAKE LAUB The goal of this paper is to offer a new strategy framework for assessing, transforming and monitoring an organization such that it is able to create a path to its potential. The ability to actualize potential rests on certain preconditions. In “A Theory of Human Motivation” (1943) psychologist A. H. Maslow articulated a five-tiered hierarchy of human needs:...

Read More

Pop Investing: Less, but Better

By MARK PEARLMAN  Every year financial institutions develop thousands of new investment products, yet intuitive, functional design is rarely the central concern in how these products are structured. Dieter Ram would be disappointed. The German industrial designer is famous for his elegantly simple approach to consumer products at Braun, many of which are now on display at a newly opened exhibit...

Read More

Pop Investing: Irene, Investing and Predicting the Worst

As the media goes soul-searching for what lead to such great heights of expectation before Hurricane Irene, investors would do well to remember that the same forces apply to the financial markets. In both nature and investing, certain predictions take on a life of their own, only later to rendezvous with reality. Read the full column by Mark Pearlman...

Read More

Pop Investing: The Optimism Puzzle

This week TIME magazine’s cover story highlighted a topic of particular interest to investors and their advisors: the optimism bias. In short, humans tend to be more optimistic than realistic, which leads us to make certain cognitive errors. When confronted with the fact that 1 in 2 marriages end in divorce, we nevertheless tend to think our own marriage is likely to succeed. When applied...

Read More

Rethinking Long-Only Equity

The vast majority of investors have shown that buy-and-hold is simply not a viable strategy. Investors seek positive returns, but also reduced volatility. Is this combination a pipe dream? I believe it is possible, but to do so we must say goodbye (to a great extent) to a staple of investing – long-only equity. Read the full column on Forbes.com...

Read More

Five Commandments Of Risk Management

Now that the trauma of the 2008 financial crisis is fading behind us, advisors can’t afford to fall back on old modes of thinking. Individual investors have been deeply scarred and fundamental factors presage a bumpy road ahead — in this new environment the same-old approaches just won’t do. We need a systematic framework to help advisors progress in a way that is not purely...

Read More