Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
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
How to Squeeze More Dollars Out of Your Investments
Do Exchange Traded Funds Belong in Your Investment Portfolio?
Do These 4 Things to Have a Financially Successful Retirement
The Investment Tool You Need to Invest Your Money Like the Pros
3 Hidden Retirement Risks and How to Avoid Them
Is Your Home Your Retirement Nest Egg?
Beware of Losing Money in Bonds
While bonds are traditionally considered a more conservative investment than stocks, it is possible to lose money in bonds. Yes, you read that correctly. In order to protect your money while investing in bonds, be wary of the following:
Interest rate fluctuations — Bond prices decline when interest rates rise…. Read more