Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Should You Keep Inherited Stocks or Sell Them and Reinvest?
Inheriting a stock portfolio presents a significant financial opportunity as well as a challenge. Should you keep the stocks you inherit, or sell them and replace them with investments that are more suitable to your financial goals and risk tolerance?
Many people hesitate to sell inherited assets due to emotional ties,… Read more
Adult Siblings Unite to Help Aging Parents
Are you and your siblings united by the need to manage your aging parents’ finances? As parents age, the transition of financial duties to their children can seem daunting, and many parents are reluctant to cede control. However, embracing this shift with respect and kindness can significantly stabilize future financial well-being and foster stronger family ties. … Read more
Stress Less: Transform Your Investment Approach Today
Do you often find yourself stressed about your investments? If so, you’re not alone. Many investors grapple with the anxiety of managing their portfolios. Consider strategies you can use to lower that stress.
Understanding Market Fluctuations
Investors who want to avoid stress frequently seek refuge in low-risk options like bank deposits,… Read more
How to Avoid Emotional Financial Mistakes
Have you ever felt a knot in your stomach when making a financial decision? Or perhaps an overwhelming sense of excitement? These reactions are more common than you might think. Unfortunately, they can also lead to costly money mistakes. Behavioral finance, a field that examines the psychology behind investment decisions, sheds light on why we make bad mistakes and how to avoid them. … Read more
Do You Want More Income from Your Investments?
Are you worried about outliving your money? You’re not alone. Many retirees face the daunting challenge of ensuring their savings can cover their retirement expenses. One investment tool that can help boost your income is the dividend ETF.
Understanding Dividends and ETFs
Exchange-Traded Funds (ETFs) are baskets of investments,… Read more
Tax-Efficient Philanthropy Means You Can Give More
To make a meaningful difference with your charitable giving, you need more than good intentions – you need a strategy. Aligning donations with your core values not only gives you a sense of fulfillment but also ensures that your contributions have the greatest impact. Creating a philanthropic strategy helps you maximize the effectiveness of your charitable efforts. … Read more
Navigating Estate Planning in Blended Families
Worried about your spouse’s financial security after you’re gone? You’re not alone. Many share this concern but don’t know how to translate their concern to action. A well-crafted estate plan offers peace of mind and stability for your loved ones. While an updated will guides asset distribution after your death (until 120!),… Read more
Are You Losing Money by Doing Nothing? Optimize Your U.S. Investments from Israel
Behavioral economist Dan Ariely noted, “The worst mistakes are the ones we let happen to us.” Often, the greatest pitfalls stem not from poor decisions, but from a lack of action. While autopilot has a time and place, Ariely’s insight teaches that inactivity in financial oversight allows problems to fester, which can significantly impact your financial future. … Read more
What Car Seats and Investing Have in Common
Recently I spotted a parent driving with her baby not properly buckled in a car seat. The mother sat behind the steering wheel with the baby in a Snugli™*. While Snuglies are generally considered a safe method to transport an infant, it’s absolutely crazy to use one when driving!
Unfortunately, I wasn’t able to stop the driver and give grandfatherly advice on how to safely transport a baby…. Read more
Understanding Cross-Border Inheritance: Tips for Trust Beneficiaries
Receiving an inheritance can be a significant and emotional event. Managing inherited assets, such as trusts, is often complex, particularly when they span international borders. Trust beneficiaries often need guidance in navigating their windfall.
Recently, a client shared her gratitude about inheriting from her uncle’s trust, only to find herself entangled in unexpected legal and tax issues because she lives outside America…. Read more