Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
The Market is Up, So Why is Your Account Down?
You wake up, check the news, and see the markets are soaring. Relief washes over you until you log into your account and notice your balance has dropped. Confusion turns to panic. How can the headlines say one thing while your portfolio tells a very different story?
This kind of confusion hits especially hard for Americans living in Israel who have U.S…. Read more
Why “How Much Is Enough?” Is the Wrong Retirement Question
Retirement planning is often framed around one question: “How much is enough?” But the better question might be: “What kind of life are you building and does your investment strategy support it?”
A surprising truth about retirement: many people do not slow down. They simply shift gears. Yet too often, financial plans do not evolve with them,… Read more
The Hidden Cost of Chasing “Forever” Investments
Many investors think buying property guarantees stability. But stability built on the wrong foundation can erode your wealth and your freedom.
A retired schoolteacher who moved to Israel after a lifetime in New York came to me with a familiar idea: use ₪800,000 in savings along with a mortgage to buy a small apartment in Jerusalem…. Read more
The Real Risk of Inheritance? Rushing the Decisions
Receiving an inheritance should feel like a relief, not a race. But for many families, the pressure to act fast turns a financial gift into a source of anxiety. Between tax forms, currency conversions, and well-meaning relatives offering advice, new inheritors often feel like they need to “do something” right away…. Read more
Why Values-Based Investing Deserves a Closer Look
Most people invest to feel more secure, so why do some portfolios leave investors feeling uneasy?
One client recently hesitated as we reviewed his dividend-paying holdings. A major tobacco company appeared on the list. “The yield is great,” he said, “but I can’t support what they do.” That tension, between financial performance and personal values, … Read more
When Success Is Risky: Why Wealth Planning Can’t Wait
You’ve built the company. You’ve signed the big contracts. On paper, you’re worth millions.
But here’s the twist: success can be one of the riskiest stages of your financial life.
Entrepreneurs often assume stress comes from failure. In reality, wealth can become a burden if it isn’t accessible, transferable, or protected. … Read more
Build a Portfolio That Can Handle Anything
When markets tumble or layoffs loom, most people scramble to react. But smart investors don’t flinch. They prepare in advance. The real test of your financial plan isn’t how well it performs during a bull market. It’s how calmly you react when life throws you a curveball.
Liquidity Buys You Peace of Mind
I spoke recently with a client juggling family events,… Read more
Don’t Let U.S. Taxes Paralyze You in Israel
If you’re an American living in Israel, chances are your U.S. investments haven’t kept up with your new life. Why? Because many people are afraid to make changes that might trigger taxes. But letting fear freeze your portfolio could quietly sabotage your financial future. Not making changes can sometimes cost more than paying the IRS. … Read more
The Inheritance Gap: Why Cross-Border Families Need More Than a Will
Many Americans who make aliya keep their investment and retirement accounts in the U.S., which makes good sense for access, diversification, and continuity. The accounts themselves are not usually the problem. If a brokerage firm does not want to keep clients overseas, it is usually easy to switch to a cross-border investment specialist…. Read more
How to Grow Your Money in 2026
A potential client came to me after years of managing his own portfolio. He wasn’t in crisis—far from it. His accounts were healthy, his retirement on track. But he couldn’t shake the feeling that something was off. “I feel like I’m coasting,” he told me. “I’m not losing, but I’m definitely not growing the way I could be.”
Like many Americans who made aliya,… Read more