Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
The Not-So-Secret Secret Tool I Use to Help Clients Make Money
Did You Inherit Your Broker With the Inheritance?
The Power of Viktor E. Frankl’s Teachings for Financial Success
As a financial planner, I have heard countless stories from clients who are in financial turmoil. People tell me about making bad choices with their money, about dreams put on hold, and about money lost. Yet, here is one story that stands out: a client who found financial success through Viktor Frankl’s teachings…. Read more
Are Foreign Investments Good for Your Retirement Portfolio?
Why is it Difficult to Follow Financial Advice?
The Critical Questions Successful Investors Ask Their Financial Advisor
Inheritance Anxiety Is A Real Thing… How Not To Worry About Your New Money
Can a Brokered CD be Considered the Key to Financial Success?
When it comes to investing in CDs (bank certificates of deposit), brokered CDs are gaining more and more attention. With the recent increase in interest rates, clients can now get between 4% and 5% on insured bank deposits (as of January 2023). Brokered CDs are an attractive option because they allow clients to diversify their holdings in many banks through one U.S…. Read more
Skyrocketing Interest Rates Draw Yield-Seeking Investors in Droves
Is an Image of a Black Dot Worth a Thousand Dollars?
One of the biggest obstacles to becoming wealthy is seeing the image of a black dot in the above picture. Although it only represents a small percentage of the graphic, if that is what you see first, it reveals an important insight into how you view the world. As Rabbi Lord Jonathan Sacks explains in Celebrating Life,… Read more