JRB FINANCIAL PULSE
January 2022 — Issue #52
A Word from the CEO

Covid continues to surge. And yet…

We're learning to adapt. We are getting vaccinated, wearing masks and testing to assure we are safe to gather with friends and family.

We also need to adapt as investors. Our financial goals change as we get older and our portfolios evolve accordingly. The investment options discussed in this newsletter, the Stable Value Interest Fund, Israel Bonds and the Fidelity Puritan Fund, may play an increasingly important role in your portfolio as your goals evolve.

This is the last article in our series summarizing the JRB investment options. If you missed any of them, I encourage you to take a look. You'll find links to these articles in the right sidebar of this article.

As an organization, the JRB must also adapt. After 21 years, Gary Rosenthal, one of the USCJ representatives to the Board of Trustees, retired from the Board. Gary's kindness, leadership and wisdom resulted in a stronger, more productive and successful JRB. Toda Raba.
 
As always, please contact us to Set Up a Financial Consultation or to discuss specific financial questions. Please call us at 888-JRB-FREE (572-3733).
 
L'Shalom,
Stable Value Interest Fund
Israel Bonds
Fidelity Puritan Fund
Our series of articles summarizing the JRB's investment options concludes with this description of three choices that may be appropriate for those seeking to balance the risks associated with stocks.
Thank You Gary Rosenthal
After more than 20 years of dedicated service, Gary Rosenthal has retired from the JRB Board of Trustees. The entire JRB family thanks Gary for his effort to build financial security for all participants.
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This information is for general purposes only and does not constitute legal, tax, or investment advice.