Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
What’s Your Investment Persona? Uncover Your True Style
I recently sat down with a client who had just moved to Israel and wanted to review his investment strategy. As we started the conversation, he asked, “Doug, how do I know if I should take big risks or play it safe with my investments?”
This is a question I hear often,… Read more
How One Widow Took Control of Her Finances
Have you ever felt like your investments were no longer working for you? Like you’re stuck in a financial situation that doesn’t align with your goals or comfort level? Recently, I spoke with a widow living in Israel who faced this very issue. Despite having a well-established portfolio in the U.S.,… Read more
How to Reduce Investment Stress: Expert Strategies
Are your investments keeping you up at night? Many investors experience anxiety, especially during market upheavals. Your investments should be a tool that gives you peace of mind, not increased anxiety. If your finances are causing you stress, perhaps it’s time to take a step back and ask yourself, “Why do I feel this way about money?” … Read more
What Drives Your Investing Decisions?
Have you ever found yourself making investment decisions driven by fear or overconfidence? These common emotional stimuli can hinder your financial success. Read on to see how biases like overconfidence, confirmation bias, and loss aversion can impact your investments. More importantly, discover how you can avoid these pitfalls to make smarter,… Read more
Worried About Outliving Your Money?
Worried about your retirement savings running out? You’re not alone. Many retirees face this challenge. One strategy to address this concern is investing in dividend ETFs (Exchange Traded Funds). Dividend producing ETFs can provide a steady income stream during retirement and feel a little like an additional pension.
What Are Dividend ETFs?… Read more
Balancing Family Needs in Estate Planning
Are you worried about securing your spouse’s future while also protecting your children’s inheritance? Balancing different family member’s needs is a common concern in estate planning, especially in blended families. Juggling the responsibilities of supporting your current spouse and children as well as children from previous marriages can feel overwhelming. Effective estate planning,… Read more
Reduce Your Tax Burden by Donating Appreciated Stock
Imagine this: You’re ready to donate money, but your wealth is stuck in stocks. This was the challenge for one of my clients during the war. He wanted to make a significant donation to help the soldiers, but his assets were stuck in investments that if he sold them,… Read more
How to Build Financial Goals Together as a Couple
Imagine you’re on a long road trip with a buddy. Both drivers need to agree on the destination, determine when they’ll make pit stops, and keep the car running smoothly. The same principle applies to managing your finances. You and your spouse need to agree on your goals, strategies, and tactics…. Read more
Simplifying Your Cross-Border Inheritance: A Beneficiary’s Guide
Imagine receiving a notification that you are named as a beneficiary in a will or trust from a relative abroad. Initially, it seems like a windfall, but what comes next? The intricacies of managing cross-border trusts can turn an expected gain into a complex financial headache. This issue is especially pronounced for heirs who are dual citizens and live outside of America. … Read more
Navigating the 10-Year Rule for Inherited IRAs
If you inherited an IRA account, take steps to avoid costly mistakes.
An Individual Retirement Account (IRA) allows money to grow tax-deferred in America, until the funds are withdrawn. When the account owner passes away and the IRA is inherited by a non-spouse beneficiary, the heir must take mandatory distributions, which are taxable…. Read more