Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
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
Aliya Finance 101: Protect Your Money Before and After You Move
Picture this: You step off the plane in Israel, ready to start your new life. But while you’re unpacking, your U.S. brokerage firm freezes your account since you no longer have an American address. Your retirement savings? Inaccessible. Your investments? Possibly liquidated, with a hefty tax bill attached. Rushed financial decisions before aliya can lead to costly mistakes. … Read more
Why Some Stocks Thrive – and Others Disappear
Investing from Israel with a U.S. brokerage account comes with unique challenges—but also big opportunities. One key to long-term success? Understanding economic moats. These competitive advantages can help you identify strong, resilient investments that stand the test of time. Instead of waiting for the perfect opportunity, knowing how moats work allows you to spot and seize them with confidence. … Read more
The Silent Threat to Your Wealth in 2026
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,… Read more
How to Turn Sudden Wealth into Long-Term Peace of Mind
A couple reached out recently after receiving a six-figure inheritance from a relative in the United States. They were focused on managing sudden wealth responsibly, not treating it like a windfall.
They didn’t see the inheritance as extra money; rather, they viewed it as a responsibility. There was no shopping spree,… Read more
Position Yourself for the Next Big Investment Opportunity
An investor I spoke with recently slumped in his chair, frustrated. “Doug, I always feel like I’m too late. I see stocks skyrocketing and wonder—why didn’t I invest sooner?”
Are you an investor who watches from the sidelines as others profit, convinced you missed your opportunity. Don’t despair! Investment wins never look obvious at the start.… Read more
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