Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Did Corona Prevent You From Accessing Your Investments?
“I was very glad that your team was available when I needed you last week,” a client told me. “With the world economy shuttered, I was happy that I had access to my investments.”
During the corona virus panic, non-essential companies had to close down. But companies like ours, who have been entrusted with helping people deal with their money, … Read more
Retirement Planning Book
Cash: Is It the Most Important Part of Your Investment Portfolio?
For decades, as a financial planner, I have helped clients set up their investment portfolios with the most important part being the emergency fund. In fact, on many occasions I have written here and spoken on The Goldstein On Gelt Show about putting aside three- to six-months’ worth of spending in an easily accessible,… Read more
Risk: Too Little Is as Bad as Too Much
Click here to read the piece “Risk: Too Little Is as Bad as Too Much”.
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What’s the Right Reaction to a Drop in the Stock Market
Click here to read the piece “Are You Too Scared to Invest”.
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How to Protect Yourself in a Volatile Market
Click here to read the piece “How to Protect Yourself in a Volatile Market”.
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Are You Too Scared to Invest
Click here to read the piece “Are You Too Scared to Invest”.
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Great News If You Take Distributions from Your IRA
Many of my clients have Individual Retirement Accounts (IRAs) in America. These special accounts allow them to invest in stock, bonds, ETFs (exchange traded funds), bank deposits (CD’s), and more, and not have to pay U.S. tax on the earnings.
When do I pay U.S. tax on my IRA?
When people withdraw money from a regular IRA,… Read more
Don’t Leave Tax-Loss Harvesting to the End of the Year
Click here to read the piece “Don’t Leave Tax-Loss Harvesting to the End of the Year”.
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Want Help Understanding and Organizing your Money?
Click here to read the piece “Want Help Understanding and Organizing your Money?”
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