Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Why Your Portfolio Needs a Purpose, Not Predictions
When the markets swing, investors often ask the wrong question: “What’s next?” The better question is, “What is my money supposed to do for me?” That shift in thinking can transform how you build and protect your wealth.
Stop Reacting, Start Designing
Too many people let headlines dictate their strategy. A dip sparks panic selling…. Read more
When Success Becomes the Risk
Too many entrepreneurs are ready for failure, but unprepared for success.
A potential client recently reached out with a problem most business owners would envy: his company had taken off faster than expected. Years of late nights and international hustle finally paid off, and his firm had grown into a multimillion-dollar enterprise…. Read more
CDs, Stocks, or AI? How to Make the Right Move with Your Retirement Money
“My CD just matured. Now what?”
That was the opening line from a client who called me last week. His CD had come due, and now he had a choice to make.
Should he roll the money into another CD? Put more into stocks? Or, his latest idea, jump into artificial intelligence investments dominating the headlines? … Read more
Cross-Border Checklist for Olim
After recovering from a heart attack, a retired American living in Israel called me, not to panic, but to prepare. He didn’t need investment advice for himself anymore. What he wanted was a plan to make things easier for his family down the road.
That call reminded me how important it is for expats to think beyond just account balances…. Read more
Retirees in Israel! Stop Your IRA from Triggering Huge U.S. Tax Bills
Most olim with traditional Individual Retirement Accounts (IRAs) see them as a safe way to grow wealth for retirement. And they’re right—until taxes hit. The IRS lets you defer taxes for decades, but once you start withdrawing, you could face hefty tax bills that shrink your savings fast…. Read more
The Best Investors Don’t Follow Trends… They Do This
Imagine sitting on your balcony in Jerusalem as U.S. markets drop. Instead of scrambling to sell, you sip your coffee, knowing your accounts are set up to handle whatever comes. That sense of control comes from having a plan.
Don’t Let the Market Control Your Decisions
Many Americans in Israel feel disconnected from Wall Street…. Read more
Can Your Portfolio Handle Life’s Curveballs?
For years, a potential client followed a plan. Patient. Disciplined. Steady. His portfolio mirrored that mindset: high-growth tech stocks and long-term strategies designed to pay off over decades, not days. And for a long time, it worked.
Then one phone call changed everything.
His daughter’s husband had lost his job. They couldn’t cover basic expenses,… Read more
How to Know When You Have Enough Money in Retirement
After decades of working with American retirees living in Israel, I’ve found that the hardest financial lesson isn’t about investing or taxes. It’s knowing when you have enough. Too many people move the goalpost just when they’re about to reach it. When expectations continually change, what defines financial success? … Read more
Retired, Recovered, and Rebalancing
“Does This Still Make Sense?”
That was the question a retired client in Israel recently asked me, not about a specific stock or fund, but about his entire financial setup.
He’d had a health scare, the kind that makes you pause and take stock. Like many American retirees doing legacy planning from Israel,… Read more
What If Retirement Isn’t About Slowing Down?
For some people, retirement is less about stopping and more about starting something new. After decades in education, one man moved to Israel. Not to relax, but to give back. He now spends his days volunteering and exploring, filling his schedule with purpose.
His story isn’t unusual. More and more retirees are seeking meaning—not just rest. … Read more