Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
The Most Important Number 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
The Things Not to Do with an Inheritance
Growth vs. Income Investing: Is the Cost of Growth Too High?
Is the Best Use of a Lump Sum Income or Growth?
How to Invest When You Can’t Predict Market Direction
Avoid These Common Mistakes When You Receive an Inheritance
How to Make a Good Investment Decision
Click here to read the piece “How to Make a Good Investment Decision”.
… 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
How to Find Opportunities in Today’s Low-Yield World
Click here to read the piece “How to Find Opportunities in Today’s Low-Yield World”.
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Investments in Communication That Can Improve Your Quality of Life
“My mother has enough money,” a client told me recently. “She just doesn’t seem to be as happy as she used to be.” He explained that although she is financially secure, due to the corona epidemic, she hardly leaves her house and has limited personal interactions. He was worried about her quality of life. … Read more