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

Who Benefits from Your Investments
Who Benefits from Your Investments

People struggle to find a good birthday gift for their parents, but my children know the trick. They can always buy me a book by Rabbi Lord Jonathan Sacks, z”l. From their most recent present, Lessons in Leadership, I discovered that Rabbi Sacks’ conclusion, “Seven Principles of Jewish Leadership,” corresponds to some of the most important financial planning lessons. … Read more

The Most Important Numbers in Your Investment Statement
The Most Important Numbers in Your Investment Statement

Here’s a valuable idea that could provide a real breakthrough in the way you look at your brokerage statement. Even if you feel overwhelmed with all the details in your brokerage statement, there’s a simple way to find the most important numbers. 
No sense focusing on the cents 
One of my clients appreciated that I had spent a lot of time teaching her how all of her investments worked,… Read more

Who Should Head Your Investment Team?

Though some folks love to invest on their own, others search for an investment team who can help them make strategic decisions. To determine who might be best suited to help you, consider what Rabbi Lord Jonathan Sacks z”l wrote in his book, Lessons in Leadership
Leaders work with others…. Read more