Don’t Let Aliya Derail Your Investments
Don’t Let Aliya Derail Your Investments

A longtime reader called me recently, excited—but also a little panicked. After years of dreaming about aliya, he was finally making the move. But then came the big question: 
“Doug, what do I do with my dollars? Should I move them all to Israel? Sell everything? What happens to my U.S…. Read more

The Impact of the War on Our Clients and Operations

Soon after October 7, I was approached by a U.S. journalist who said he was working on a story “on how the war in Israel may be impacting financial advisors.” He explained, “I noticed on your profile that your firm works in both the U.S. and Israel, so I was hoping you’d be open to talking about how the conflict is impacting you,… Read more

Tailoring U.S. Investment Portfolios for Living in Israel
cross border investments

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

Avoid This Common Estate Planning Mistake
Avoid This Estate Planning Mistake

A will or trust is critical to protect your estate after your passing, and to make a smooth transition of wealth to your intended heirs. That’s why it’s critical to keep it updated.
Take the story of Sarah: Her sister’s family lives in the Tel Aviv apartment her widowed father suggested should be sold upon his death…. Read more

What Every New Immigrant Needs to Know in One Brief Letter
fiscal year

A new olah from America asked me for aliya advice. She had already contacted me six months before she arrived, set up new U.S. brokerage and IRA accounts through my office, and had all her investments in place. Though there are plenty of resources to help new immigrants,… Read more