You’ve built the company. You’ve signed the big contracts. On paper, you’re worth millions.
But here’s the twist: success can be one of the riskiest stages of your financial life.
Entrepreneurs often assume stress comes from failure. In reality, wealth can become a burden if it isn’t accessible, transferable, or protected. … Read more
Investing from Israel with a U.S. brokerage account comes with unique challenges—but also big opportunities. One key to long-term success? Understanding economic moats. These competitive advantages can help you identify strong, resilient investments that stand the test of time. Instead of waiting for the perfect opportunity, knowing how moats work allows you to spot and seize them with confidence. … Read more
An investor I spoke with recently slumped in his chair, frustrated. “Doug, I always feel like I’m too late. I see stocks skyrocketing and wonder—why didn’t I invest sooner?”
Are you an investor who watches from the sidelines as others profit, convinced you missed your opportunity. Don’t despair! Investment wins never look obvious at the start.… Read more
When the markets swing, investors often ask the wrong question: “What’s next?” The better question is, “What is my money supposed to do for me?” That shift in thinking can transform how you build and protect your wealth.
Stop Reacting, Start Designing
Too many people let headlines dictate their strategy. A dip sparks panic selling…. Read more
Too many entrepreneurs are ready for failure, but unprepared for success.
A potential client recently reached out with a problem most business owners would envy: his company had taken off faster than expected. Years of late nights and international hustle finally paid off, and his firm had grown into a multimillion-dollar enterprise…. Read more
Imagine sitting on your balcony in Jerusalem as U.S. markets drop. Instead of scrambling to sell, you sip your coffee, knowing your accounts are set up to handle whatever comes. That sense of control comes from having a plan.
Don’t Let the Market Control Your Decisions
Many Americans in Israel feel disconnected from Wall Street…. Read more
A longtime client called me recently after seeing a dip in his portfolio. Over the years, he’d done very well, patiently riding the ups and downs by following a solid market volatility plan. But this shift caught his attention.
“There wasn’t any big news,” he said. “So why the drop?”
He wasn’t upset—just curious…. Read more
Struggling to manage your U.S. investments from Israel? That’s understandable, since you’re not just dealing with numbers. You’re navigating a financial maze spanning two continents. A question I hear all the time is: “How can I simplify my U.S. accounts now that I live in Israel?”
For Americans abroad,… Read more
Is real estate the wrong investment for cross-border retirees? Real estate can be an attractive investment, tangible, familiar, and emotionally satisfying. But too often, investors overlook the true costs and limitations that come with owning property. Especially in retirement, locking up your money in bricks and mortar might create more problems than it solves. … Read more
Some companies seem unstoppable—until they aren’t. Blockbuster ruled movie rentals. Nokia dominated cell phones. Kodak was synonymous with photography. Then, almost overnight, they crumbled.
What separates the businesses that endure from those that fade away? It’s not just luck. It’s something Warren Buffett calls an economic moat—a powerful advantage that keeps competitors at bay and ensures long-term success. … Read more
