Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Three Key Financial Changes for a Prosperous New Year
The new year is an opportunity to pause, reflect, and hit the reset button on your financial goals. As we begin 2024, consider making these three simple, yet impactful, changes to your finances.
Review asset allocation
The new year is a great time to review your portfolio’s asset allocation, no matter what’s happening in the markets…. Read more
From Grief to Growth: What You Need to Manage an Inheritance
Receiving an inheritance creates conflicting emotions for anyone who’s recently lost a loved one. Grief is powerful, and when the pain of a loss is still fresh, it tends to overwhelm all other senses — including those that can give us a more practical perspective…. Read more
Breaking the ‘Shirtsleeves’ Curse: A Guide to Preserving Your Family’s Wealth and Financial Legacy
For families who have accumulated sizable estates, one of their greatest concerns is passing down that wealth to the next generation in an effective manner…. Read more
What Business Ethics Can Teach You About Investing
Investing is full of complexities and challenges. Whether one is a seasoned trader or a novice, understanding investment decisions is vital to financial success.
We often discuss risk tolerance and long-term security, but business ethics offers a fresh perspective…. Read more
Legacy vs. Inheritance: Which Matters More in the Long Run?
While “inheritance” and “legacy” are frequently interchanged, there is an enormous difference in the words. And if you confuse them, you might end up ruining them both.
One you can get help with, and one is up to you. Can you guess which is which?… Read more
Money in a Cashless Society
I remember getting my allowance as a child. There was something so satisfying about tucking crisp bills into my wallet. The tangibility of the currency made it feel so meaningful. And typically, when I was receiving money from my parents, it meant I had completed something or achieved something. These tokens were my reward for a job well done…. Read more
Investing in Yourself is the Best Decision You’ll Ever Make
In the world of finance, the term ‘ROI’ or ‘Return on Investment’ is often used to describe the gains you hope to make from monetary ventures. But there’s another kind of investment that promises even greater, more meaningful returns – investing in oneself. When you channel resources, time, and effort into your personal growth,… Read more
Avoiding Inheritance Hassles: The Importance of Cross-Border Financial Advisors
Sitting down with a new client, I encountered a common, rather disheartening tale of inheritance gone awry. The legacy that her father had carefully planned through a “transfer-on-death” (“TOD”) account with a U.S. brokerage firm seemed straightforward, but the reality of accessing the funds was very different…. Read more
3 Questions to Ask Your Cross-Border Financial Advisor
Navigating the world of cross-border finance can be complex, even more so when you’re looking for someone to guide you. Choosing the right financial advisors is crucial, as they not only manage your assets but also understand the unique challenges of cross-border investments. Here are three essential questions to ask a potential advisor:
1…. Read more
What to Do with Inherited Assets
The challenges of receiving a U.S. inheritance can be broadly categorized into two phases: the transfer of assets and management of these assets once received. Each phase comes with its own set of risks and hurdles to overcome. Last week we covered the inheritance transfer (call 02-624-2788 if you want a copy of the article);… Read more