Profile Perspectives

Proper financial planning can change your relationship with money.

Read Doug’s articles originally printed in The Jerusalem Post.

Buying and Selling Stocks During Periods of Economic Crisis
September 3, 2020
Dividend-Paying Stocks

For the past several months, pundits have been talking about the current economic crisis and downturn in the economy. How long can an economic crisis last, and what ramifications does it have for your investment portfolio? 
Economic turmoil can wreak havoc with short-term investing. If you know you’ll need cash in the short-term,… Read more

How Bad Will the Markets Get?
August 27, 2020

“With everything going on, how bad will the markets get?” a client asked me recently. We were examining his U.S. brokerage portfolio, including his IRA (Individual Retirement Account), and measured the balance he had between stocks, bonds, and cash. Lacking prophecy, I asked him a question back, “What are the top three reasons you think the markets will drop?” “Easy!” he replied,… Read more

Neighborhood Kids, Chess, and Winning Investing Strategies
August 13, 2020
chess pieces

A neighborhood teenager challenged me to a chess game since he knows I’m an enthusiast. He’s known as a talented player, and I accepted. I decided that my approach to winning the game would be the same one that I use for my investments… and it paid off handsomely.
Young chess player versus mature investor
My young opponent knew many winning strategies and tactics,… Read more