The stock market boom of this past year has generated discussion on the role of active and passive investing in your investment portfolio. The answer depends on your goals, your comfort with risk and the returns you seek. Our article on active and passive investing offers the information you need to put these management styles into perspective.
As the year draws to a close, I want to remind retired rabbis and cantors receiving distributions from their JRB account to please fill out and send us your parsonage allowanceMemorandumdeclaring your parsonage allowance designation for 2018, by December 29, 2017.
This is the 3rd issue of our newsletter. What do you think? What topics would you like to see us cover? Please take a few moments andemail me your comments.
Active & Passive Investing:
The Pros & Cons
The JRB offers both actively and passively managed funds. This article will improve your understanding of how to balance these management styles in your portfolio.
Retired rabbis and cantors receiving distributions from the JRB need to submit their parsonage allowanceMemorandum to the JRB by December 29, 2017 in order to be eligible for the parsonage allowance for all of 2018. For more information on the rules governing the parsonage allowance in retirement, please see the Letterfrom JRB CEO Mitchell J. Smilowitz.
Give Yourself a Gift
Increase Your Retirement Contribution
Does your salary increase go into effect the first of the year? If so, this is an excellent opportunity for you to increase your retirement contribution -- the gift that keeps on giving.
Contact your employer to increase your retirement contribution
Meet with JRB CEO Mitchell J. Smilowitz
JRB CEO Mitchell J. Smilowitz, CPA, will attend the Rabbinic Training Institute, January 7-10, 2018, to discuss retirement planning and investing with JRB participants. Spaces are limited, so make an appointment right away!
Mitch will meet with participants in Los Angeles January 22-24, 2018. Make an appointment.
You can always make an appointment to speak with Mitch via phone to discuss your financial goals, review your portfolio and answer your investment questions.
