Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
How to Choose the Right Financial Advisor for You
Financial Planning: When to Merge Assets in a Second Marriage
Making financial decisions as part of a second marriage can be tricky. Recently I was helping a woman who had remarried and was looking for advice on how to handle her new financial situation. Second marriages, where each spouse brings assets, debts, and children with them, need to be managed with sensitivity…. Read more
The Best Way to Draw an Income from Your Investments
Investing isn’t just about accumulating wealth; it’s also about creating a sustainable income stream that you can rely on for life. Benjamin Franklin said, “Money makes money. And the money that money makes, makes money.” That is all well and good, but in order to make this work, you need a smart investment plan…. Read more
Investing in Non-Publicly Traded REITs: What You Should Know
Real estate investment trusts (REITs) can be a great way to diversify your portfolio. Before you invest in a REIT, it’s important to know the difference between “private”/“non-publicly traded” REITs and publicly traded REITs.
A REIT is an organization that owns, manages, and operates property. This can include residential and commercial properties,… Read more
Are You Waiting for a Tragedy Before You Learn About Your Family Finances?
When I help people manage their U.S. investment accounts, I often see a familiar dynamic where one spouse has a more active role in the family’s finances… to the point where the other spouse doesn’t really know what is going on.
I recently met with an older couple where the husband had handled the family’s finances…. Read more
Will Your Investments Help You Realize Your Dreams?
What is the goal of your investment portfolio? Do your investments just serve you, or do they have a broader reach? Many investors’ ultimate goal is to create wealth that will enable them to meet personal financial goals and make a lasting impact on the world. If this describes you,… Read more