Read Doug’s articles originally printed in The Jerusalem Post.

Is The Right Company Managing Your Money?
Customized financial advice

A tax lawyer recently called me to ask if I could help one of his clients who is inheriting “all sorts of stuff from America.” That “stuff” turned out to be brokerage accounts at two different firms and a retirement account (IRA). “To make matters worse, Doug,” the lawyer told me,… Read more

3 Steps to Stop Your Retirement Nest Egg from Breaking
retirement nest egg

A retired couple met me in my Jerusalem office and within minutes of sitting down, it was clear that they each had drastically different views about how to handle their retirement nest egg. The husband wanted to invest heavily in the stock market and the wife wanted more conservative investments to protect their nest egg from breaking…. Read more

How to Diversify a Million Dollar Portfolio
million dollar

Last week I heard from a client who just got a million dollars from cashing out his company’s stock options. Since he had over a million dollars to invest, he wanted to diversify the assets wisely. He pointed out that he had made so much money because it was all invested in one stock,… Read more

Are You Worried About Your Stocks and Market Risk?
Stocks and Market Risk

If the market goes up, and your stocks make a profit, do you still need to worry about stocks and market risk?
Some folks would say, “Awesome!” But others would worry and think, “What goes up must come down.” Worse yet, people with appreciated stocks realize that if they sell their positions in order to lower the risk,… Read more

Will Your Money Take You to the Moon and Back?
Space IL

I just saw some of the fantastic “selfies” sent back from Space IL’s Beresheet. As of this writing, it is set to land on the moon on April 11th.
While this is certainly a giant step in Israeli aviation history, it is also a powerful lesson in the power of small steps and compound interest…. Read more

Do These 4 Things to Have a Financially Successful Retirement
Financially successful retirement

To make sure you have a financially successful retirement in Israel, follow these easy tricks.

  1. Have an emergency fund. No matter how much planning you do, something will likely come up: a health care emergency, a child in need, or a house repair. Many folks must scramble with each surprise occurrence.

Read more

How to Claim an Inheritance from Abroad
inherited ira

If you’ve ever tried to claim an inheritance from abroad, you know the confusion can feel overwhelming. While the deceased may have meant for you to be an heir, the funds don’t magically end up in your account. You’ve got to deal with quite a lot of paperwork and plenty of notarized signatures…. Read more