Reading List - Leumi USA

Greetings,

Welcome to the latest edition of Leumi’s Reading List.  I hope that you and your loved ones are healthy and out of harm’s way.   

From this morning’s New York Post:  “Amid a pandemic, economic woes and a raging campaign season, as well as nationwide and too-often-violent protests, New Yorkers, and all Americans, should still take the time Friday to mark the 9/11 anniversary. The events of 19 years ago remain of seminal importance — and the sacrifices and heroism deserve honoring.”

Never Forget

As always, I found the articles below to be interesting, helpful, or entertaining.

That 2026 Sundown Date for Estate and Gift Tax Exemptions? Don’t Count on ItFinancial Planning discusses why it may behoove wealthy families to utilize their lifetime gifting exemptions sooner rather than later.

Here’s How Top Fund Managers See the Market Ahead of the U.S. Election – From The Wealth Advisor, a collection of opinions and market projections from some of the Association of Investment Companies’ top fund managers.

Citigroup’s Fraser to Be First Woman to Lead a Big Wall Street BankThe New York Times reports on Jane Fraser’s promotion to CEO of Citigroup come February 2021.

Hot New Job Title in a Pandemic: ‘Head of Remote Work’ – As the need to work from home (or anywhere) is here to stay for many companies, The Washington Post discusses the creation of a new executive role.  

The Ringer Staff’s 2020 NFL Playoff and Awards Predictions – The NFL is back, and The Ringer’s staff makes their predictions for everything from Super Bowl champions to Rookies of the Year.  

I hope you enjoy!

Best regards,

Brian M. Stigliano

Brian M. Stigliano, CFP® | Vice President

Financial Planning & Insurance Manager

350 Madison Ave | New York, NY  10017

Tel: 212.407.4344

Brian.Stigliano@leumiusa.com

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Bank Leumi USA (BLUSA) is a subsidiary of Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. In the U.S., banking products and services are provided through BLUSA, and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA.

Non-deposit investment products offered through Bank Leumi USA and LISI are:

  • Not insured by the FDIC or any other federal or government entity
  • Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank
  • Subject to investment risks, including possible loss of the principal amount invested

The Weekly Reading List contains links to articles published by third-party sources. Neither BLUSA nor LISI make any guarantee, representation, or warranty as to the accuracy or completeness of statements or information by any third-parties. The Weekly Reading List should not be construed as legal, tax, accounting, securities, or investment advice, an offer to enter into a transaction, an investment allocation strategy, or the solicitation of an offer to enter into a transaction by any Leumi Group Unit. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Any forecasts or estimates should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. There is no guarantee that results will be achieved. Past performance is not an indicator of future results. There can be no assurance that estimated returns or projections will be realized or that actual returns or performance results will not materially differ from those estimated.

The articles which are provided for reference in the Weekly Reading List do not necessarily represent the views of the author, Bank Leumi USA (“BLUSA”), Leumi Investment Services Inc. (“LISI”), or other units of the Leumi Group (each, a “Leumi Group Unit” and collectively, “Leumi Group Units”).        

Best regards,
Brian M. Stigliano, CFP® | Vice President  Financial Planning & Insurance Manager 
350 Madison Ave | New York, NY 10017 | Tel: 212.407.4344
Brian.Stigliano@leumiusa.com 

Bank Leumi USA (BLUSA) is a subsidiary of Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. In the U.S., banking products and services are provided through BLUSA, and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA. Non-deposit investment products offered through Bank Leumi USA and LISI are:
  • Not insured by the FDIC or any other federal or government entity
  • Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank
  • Subject to investment risks, including possible loss of the principal amount invested
The Weekly Reading List contains links to articles published by third-party sources. Neither BLUSA nor LISI make any guarantee, representation, or warranty as to the accuracy or completeness of statements or information by any third-parties. The Weekly Reading List should not be construed as legal, tax, accounting, securities, or investment advice, an offer to enter into a transaction, an investment allocation strategy, or the solicitation of an offer to enter into a transaction by any Leumi Group Unit. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Any forecasts or estimates should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. There is no guarantee that results will be achieved. Past performance is not an indicator of future results. There can be no assurance that estimated returns or projections will be realized or that actual returns or performance results will not materially differ from those estimated.

The articles which are provided for reference in the Weekly Reading List do not necessarily represent the views of the author, Bank Leumi USA (“BLUSA”), Leumi Investment Services Inc. (“LISI”), or other units of the Leumi Group (each, a “Leumi Group Unit” and collectively, “Leumi Group Units”).

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