Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Great News for Million+ Dollar Account Holders Who Need to Transfer Out
“Not only have I been a client of theirs forever,” a new client just told me. “I have a multi-million dollar account. Do they really want to lose my business?”
After my first conversation with this retiree who had both an IRA and brokerage account at Wells Fargo, he realized that being forced out of his existing account was a blessing in disguise…. Read more
Why a Stock’s Price Doesn’t Matter
The Bonds American Olim Should Sell
Watch Out for This Investment Mistake
Is One Million Dollars a Lot of Money?
I recently had a conversation with two young men. One confided that he hoped to be a millionaire by the time he turns thirty. The other remarked that one million dollars just isn’t a lot of money. Based on this conversation, can you predict who will have a greater worth in a decade? … Read more
How to Sell Your Stocks without Paying Capital Gains Tax
People often call my office and ask if we can prepare their tax returns. “We handle investment portfolios in America,” I explain. “We don’t do taxes.” I understand why people think that we might file tax returns for clients since, after all, investments and taxes are related.
Thinking about taxes when making investment decisions
It’s true that experienced financial professionals consider the tax consequences of investments they suggest…. Read more
Should Your American Assets Stay in the United States?
Did Your Brokerage Firm Ask You to Leave?
Do You Have Complete Control of Your U.S. Retirement Account?
“They’re closing down the pension plan I had in America,” a new client told me. “They say that if I don’t do all of these complicated steps, the account will be subject to a huge tax bill!” He really needed to get complete control of his U.S. retirement account, but he didn’t know the rules. … Read more
Did You Get Bad News About Your U.S. Brokerage Account?
I received the following email today about a U.S. brokerage firm kicking out clients:
Hi Doug!
I’m forwarding the letter I just got from *********** after dealing with their ridiculous bureaucracy for lord knows how long already.
Oy vey.
What should I do?… Read more