Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Family Economics: Is it Rational?
Being both a financial planner and the owner of a company has given me the unique opportunity of seeing how running a household can be very similar to running a small business.
Both require rational decision-making, planning, and strategy in order to be successful. Just as a business owner needs to know what his resources are and if his targets can be met realistically,… Read more
Did You Get a Letter Saying You Can No Longer Buy U.S. Mutual Funds?
When you lived in America, you probably bought mutual funds through your U.S. brokerage firm. However, now that you live overseas, you might have some difficulties doing the same. Recently, many people contacted me after receiving a letter from their brokerage saying, “You can no longer purchase shares in U.S…. Read more
Three Tips for a Successful Portfolio
When building your investment portfolio, keep the following three tips in mind:
Diversify your investments
It’s never a good idea to keep most of your money in a single stock or investment. Even if the firm is solid, you never know what the future may bring. If the company tumbled,… Read more
How to Find Opportunities in Today’s Low Yield World
Are you wondering what to do with your investments while interest rates and yields are low?
Perhaps the most important tool for investment success is your asset allocation. This means spreading out and diversifying your investments, rather than focusing on one type of investment, or putting money into a single sector,… Read more
Is Blogging a Good Business Model?
The internet gives stay-at-home moms many opportunities to run a business from the comfort of their living room.
Today, parents don’t have to give up an office job to be at home with their children. They can work through a direct online connection to the office or they can build up an internet-based business…. Read more
Why Forbes Magazine Got it Wrong
When planning your retirement, you may wonder what to do about your mortgage. In January, 2014, an article appeared in Forbes Magazine in which the author advised not paying off your mortgage before retirement. I disagree. In the long run, you’ll do better by paying off your mortgage before you’re living on a pension…. Read more
Seniors, Beware of Financial Fraud
One of the most heartbreaking phenomena among senior citizens is investment fraud. Unfortunately living in Israel is not an insurance policy against financial deception. Recently I met with several victims of financial deceit to see what damage control can be done and what they could do to protect themselves in the future…. Read more
How to Protect Yourself in a Volatile Market
As every investor knows, it’s hard to protect yourself in a volatile market. But what about crazy uncertainty, like when the media tells you that corona virus will shut down the economy for months – or maybe years? What is the best way to plan in a climate of uncertainty?
Asset allocation
Asset allocation means don’t put all your eggs into one basket…. Read more
How Disruptive Technology Can Make You Rich
Innovative and high-tech companies have a reputation for growth and the potential to make investors rich. How do they do it? In some cases, the most successful ones completely shatter all common business paradigms by creating “disruptive technology.”
Disruptive technology
A great example of disruptive innovation is Johannes Gutenberg’s invention of the printing press in 1450,… Read more
What You Need to Know About Strategic Investing
Strategic thinking isn’t only useful in games, but can help increase your assets. Carefully applying the skills of a chess grandmaster to your finances can yield benefits.
Evaluate your current position
First things grandmasters do is evaluate their position. Look at the entire board before considering your next move…. Read more
