How do you manage your own money?
This video was created before July 2019. In July 2019 Doug changed his Israeli license from an investment advisor to an investment marketer. He remains licensed in the United States as an investment advisor and Certified Financial Planner™ Professional.… Read more
What do I need to look at in a statement?
Should I give someone power of attorney?
Does my husband/wife have to come to meetings?
How do I communicate with my financial advisor?
What are all the different papers I sign?
This video was created before July 2019. In July 2019 Doug changed his Israeli license from an investment advisor to an investment marketer. He remains licensed in the United States as an investment advisor and Certified Financial Planner™ Professional.… Read more