A friend of mine called me, audibly shaken. He had just checked his investment account and saw a sudden drop in a week. “What if this keeps going?” he asked. “I don’t know if I’ll have enough to get through retirement, let alone leave something behind for the kids.”
He had made aliya years ago, leaving the majority of his assets in the States, and transferring money to Israel to cover his living expenses. But now, with 2026 just around the corner, that old sense of stability had been replaced by something else entirely.
Why Investors Get Anxious
He’s not alone. I’ve been hearing this more and more often. The worries are real.
What if inflation doesn’t cool down? What if the dollar drops against the shekel while you’re drawing income?
These aren’t hypothetical worries. They’re the conversations people are having at Shabbat tables, on the phone with their kids in the States, and in moments when the news keeps getting harder to watch. For many, those emotions of fear and doubt start to erode their ability to make clear, confident decisions.
When Control Slips Through Your Fingers
He had always handled his own finances. But this moment felt different. “I used to enjoy managing all of this,” he said. “But now, it just feels like gambling.”
That’s when I shared The 2026 Financial Survival Guide.
A Blueprint for the Storm Ahead
The guide includes practical insights: how to spot early warning signs in the market, how to avoid emotional investment decisions, and which tax strategies could shield retirement income. As we reviewed each section, he visibly relaxed. “I finally feel like this all makes sense again,” he said as we mapped out a clear plan for the coming year.
Don’t let 2026 test your resolve. Sign up to receive The 2026 Financial Survival Guide by clicking here.
Douglas Goldstein, CFP® is the director of Profile Investment Services, Ltd. www.Profile-Financial.com. He is a licensed financial professional both in the U.S. and Israel. Call (02) 624-2788 for a consultation on how to set up your American assets to meet your financial goals. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates. Neither PRG nor its affiliates provide tax or legal advice.
Published November 12, 2025.