Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
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
3 Things to Know to Sound Smart When Buying Bonds
Top 4.5% on an Insured Deposit! How?
Are you looking for some safety (like an insured deposit) in your investment portfolio, and still want to receive interest? It’s possible… if you use the correct strategy. Read to see how a client and I navigated the tension between safety and growth.
I recently met with a woman who felt her advisor had put her into the wrong investments…. Read more