Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Tackling Investment Stress: Find Your Path to a Balanced Portfolio
The Psychology of Investment Risk
Investing in the stock market is not solely a financial decision; it’s also an emotional one. Understanding the psychology behind investment risk is crucial. Many investors face anxiety due to market volatility, and it’s essential to recognize how these emotions impact financial decision-making. The key is to strike a balance between the potential risks and your emotional response to market swings…. Read more
Lost in Digital Translation: How Face-to-Face Advising Enhances Investment Outcomes
Understanding the Limitations of Digital Communication
In an era where digital communication reigns supreme, the financial advising industry faces unique challenges. As both a U.S. and Israeli licensed financial professional, I’ve observed firsthand the pitfalls of relying solely on digital channels, such as text messaging or emails, for nuanced financial discussions…. Read more
Tailoring U.S. Investment Portfolios for Living in Israel
Israeli investors, including American olim, who have U.S. investment portfolios tend to have a global outlook on the markets. They’re interested not only in investing in Israeli-based companies but in diversifying their assets with purchasing stocks or funds in other countries as well…. Read more
Managing Money as a Couple
Money is one of the biggest stressors in any marriage, especially when each person has a different approach to managing money. As a couple, it’s important to be united in your financial decisions.
If you need help managing money as a couple, consider these points:… Read more
Maintaining Financial Independence in Retirement
Many of my clients are people in their 70s who worry about maintaining their financial independence in retirement. If this is something you’re concerned about, here are a few tips to consider.
Diversification
As your portfolio grows, it’s natural for it to start skewing towards the riskier side. Your net worth may become overconcentrated in the stock market,… Read more
The Expat Investor’s Dilemma
When establishing life overseas, many expats share the same experience — American banks and brokerage firms may no longer be interested in serving them. Whether you’ve worked with these businesses before moving abroad or are interested in establishing accounts with them now, here are three reasons why expats are facing the issue of American firms not wanting to work with them…. Read more
Three Key Financial Changes for a Prosperous New Year
The new year is an opportunity to pause, reflect, and hit the reset button on your financial goals. As we begin 2024, consider making these three simple, yet impactful, changes to your finances.
Review asset allocation
The new year is a great time to review your portfolio’s asset allocation, no matter what’s happening in the markets…. Read more
From Grief to Growth: What You Need to Manage an Inheritance
Receiving an inheritance creates conflicting emotions for anyone who’s recently lost a loved one. Grief is powerful, and when the pain of a loss is still fresh, it tends to overwhelm all other senses — including those that can give us a more practical perspective…. Read more
Breaking the ‘Shirtsleeves’ Curse: A Guide to Preserving Your Family’s Wealth and Financial Legacy
For families who have accumulated sizable estates, one of their greatest concerns is passing down that wealth to the next generation in an effective manner…. Read more
What Business Ethics Can Teach You About Investing
Investing is full of complexities and challenges. Whether one is a seasoned trader or a novice, understanding investment decisions is vital to financial success.
We often discuss risk tolerance and long-term security, but business ethics offers a fresh perspective…. Read more