Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with 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
Read This If You Own – or Want to Buy – an Index Fund
Was Your Brokerage Account Restricted Due to Your Address?
You may have heard that some major U.S. brokerage firms like Merrill Lynch and Morgan Stanley have told clients living outside of America that they must close their accounts. Some people have called me and said, “I don’t understand how they know I live in Israel. I use my brother’s home in California as the address on my account.” These days,… Read more
Did You Get Bad News About Your US Brokerage Account
The Best Dividend There Is
Today I’m not going to present a list of high-dividend producing stocks, but rather share my thoughts on the best dividend you can receive…a grandchild.
After recently becoming a grandfather again (welcome to the world Yotam Amichai!), I can confidently say that having a grandchild is the best dividend ever! Talk about compounded joy,… Read more