Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
How to Spot Companies that are Built to Last
Some companies seem unstoppable—until they aren’t. Blockbuster ruled movie rentals. Nokia dominated cell phones. Kodak was synonymous with photography. Then, almost overnight, they crumbled.
What separates the businesses that endure from those that fade away? It’s not just luck. It’s something Warren Buffett calls an economic moat—a powerful advantage that keeps competitors at bay and ensures long-term success. … Read more
Are You Prepared for a Rare Market Event?
Fear of missing out can be a powerful force in investing. Everyone hears stories of those who struck gold—buying Amazon or Microsoft for pennies—and wonders, why didn’t I see it? The reality? These big wins rarely come with flashing signs. They emerge in uncertain markets, when hesitation is high…. Read more
Why Sudden Market Swings are the New Normal
Imagine putting your money in a stock index like the S&P 500, thinking you’re spreading your investment across 500 companies. Makes sense, right? But here’s the kicker: over 30% of the index’s value is now tied up in just a handful of big tech stocks. That means if those tech giants turn south,… Read more
Who Should Set Financial Goals: You or Your Advisor?
Sometime clients ask me what their financial goals should be. I try to redirect them, saying, “Imagine you’re the captain of a ship, and your financial advisor is your first mate.” Then I salute them and say, “Captain, tell me our destination and I’ll work on navigating the waters.” Whether your goal is saving for retirement,… Read more
Crush Your Wealth Worries
Fear can paralyze us, especially when it comes to money. The fear of making a financial mistake—whether it’s saving too little for retirement, overspending on daily expenses, or choosing the wrong investment—often leads us to freeze and do nothing at all. While this hesitation may feel like a safe option in the moment,… Read more
How Successful Stocks Can Weaken Your Portfolio
Imagine a friend telling you his investment success story: he held a tech stock that skyrocketed, sold it, then paid to take his wife on their dream vacation. The allure of a single, successful stock can be irresistible. But before you put all your eggs in one basket, consider the risks that come with such a narrow focus. … Read more
Growth, Security, and Currency Risk: A Financial Playbook for Olim
When an American oleh met with me recently, he shared a concern I hear all the time: “How do I keep my U.S. investments safe in these unpredictable markets?” Like many olim, he wanted his portfolio to grow without being impacted by market movements…. Read more
How to Transfer Wealth… and Financial Wisdom
Inheritance planning often focuses on numbers—assets, accounts, and distributions. But a true legacy is about more than just wealth; it’s the values, knowledge, and responsibility that empower the next generation to carry it forward. Leaving a financial legacy means ensuring your family not only inherits assets but also the wisdom to manage them wisely. … Read more
Feeling Unsure About Your U.S. Investments?
Are you an American in Israel worrying about your U.S. investments? You’re not alone. A longtime client recently asked me a question I hear often: “Is my portfolio safe?” With the Fed sending mixed signals on interest rates and markets swinging wildly, even seasoned investors are rethinking their strategies.
Why Bonds May Not Be as “Safe” as You Think
My client and I discussed how changes in the Fed’s interest rates impact both stocks and bonds…. Read more
Money Fears Holding You Back? Steps to Financial Confidence
Feeling overwhelmed with your money? You’re not alone. Many people lie awake at night wondering, “Will my money last as long as I do?” It’s normal, especially if you’ve faced setbacks or feel unsure about where to start. But here’s the good news: You don’t have to stay stuck. A few practical steps can help you take charge of your money and your future. … Read more