Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
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
The Cost of Keeping Financial Secrets
Parents often avoid talking finances with their adult children, especially when significant assets are involved. Yet holding back on these conversations can create confusion and even lead to conflict down the road. Recently, a client in her 70s shared her concern that her children knew little about her finances, leaving her worried about how they’d manage her legacy when she’s no longer there to guide them. … Read more
Facing the Asset Allocation Puzzle? Here’s How to Master It
For American olim in Israel, managing U.S. investments can feel overwhelming—like trying to finish a 1,000-piece puzzle. Between two countries and two currencies, it’s tough to figure out how your dollar investments fit with your shekel-based lifestyle. Are your assets set up to meet your long-term goals? Does your strategy balance growth with protection?… Read more
Is Your Favorite Stock Really Worth It?
Many investors feel attached to a single stock, convinced it’s the shining star of their portfolio. But is that emotional connection clouding your judgment and impacting your financial security?
Recently, I met with a couple in their late seventies who built an impressive life in Israel. Over the years, they made wise financial choices,… Read more
Asset-Rich, Cash-Poor
Ever feel “asset-rich but cash-poor”?
That was the shock a retired couple shared with me recently. They spent years building a portfolio of real estate, relying on rental income to fund their lifestyle. But when unexpected expenses hit—helping family, covering medical bills—they found themselves in trouble. Their wealth was tied up in properties,… Read more
Get More Out of Your Retirement Savings
“How do I make my savings last?”
It’s a question I hear all the time from retirees who worry that their pension isn’t stretching as far as they’d hoped. Recently I sat with a client who shared this exact feeling. After transitioning to part-time work, his income dropped significantly. Even though he had a 7-figure investment portfolio,… Read more
Market Stress Got You Down? This Strategy Helps
Are market swings making you anxious about your investments? You’re not alone. Many investors feel overwhelmed by market volatility. One of my retired clients who typically enjoys managing her portfolio recently told me the constant fluctuations leave her feeling stressed. If you’re in a similar situation, there are ways to manage your emotions and make smart decisions,… Read more
Quick Investment Decisions Can Be Dangerous
Have you ever found yourself making a snap decision, only to realize later how risky it was? Sometimes investors make quick decisions that have devastating consequences.
Recognizing Investment Pitfalls
Investment strategies often highlight the potential for high returns, without dwelling on the potential adverse effects… much like parents might think they save time by not securing their child into a highchair…. Read more
Is Fear of Losing Money Preventing You from Making Financial Decisions?
Fear of managing your hard-earned money can be paralyzing, but small steps can lead to significant financial gains. As a financial planner, I’ve seen many clients whose fear of making a mistake prevents them from making any financial decision, good or bad. I recently met with a woman who was widowed for more than 20 years and left her money sitting in a bank out of fear and uncertainty…. Read more