Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
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