A Little Bit of Everything – Why Diversification Matters
Think your portfolio is diversified? Think again. Owning lots of investments doesn't automatically mean you're spreading out your risk. We b...
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4-Minute Money Ideas
The “4 Minute Money Ideas” audio article is based on weekly articles that Douglas Goldstein, CFP® writes in “The Jerusalem Post.” In easy-to-understand language, Doug explains retirement pla...
Episodes
20 of 343 episodesPortfolio drift: When should you rebalance?
Your portfolio might be sneaking around behind your back. Not because you made a bad decision , but because you made no decision at all. Mar...
How Can You Increase Your Retirement Income?
Retirement income doesn't have to mean parking all your money in the bank and hoping for the best. What if there are ways to generate more i...
What Investors Get Wrong About the Fed and Interest Rates
Think the Fed controls all interest rates? Not so fast. Long-term rates like the 10-year Treasury and mortgage rates play by their own rules...
How to Invest During High Inflation
Inflation can make your money feel like it's shrinking right before your eyes. So what's the move : gold, real estate, or stocks ? We're bre...
Estate planning for Americans in Israel
Your U.S. brokerage firm just kicked you to the curb because you live abroad. Now what? Turns out, losing the account isn't the real problem...
How Much Money Do I Need to Retire in Israel?
How much money do you really need to retire in Israel? The answer might surprise you. It's not just about your savings balance : pensions, S...
Before You Buy a Vacation Home, Look at The Real Numbers
That vacation home in Israel sounds amazing. The Shabbat dinners, the pool, the long weekends. But have you actually run the numbers? The hi...
How to Invest Your Dollars When You Live in Israel
Moving to Israel? Before you pack your bags, think twice about packing up your investment portfolio, too. Doug breaks down why U.S. brokerag...
How a CD Ladder Can Protect Your Retirement When You Live in Israel
You've worked hard, saved what you could, and now one account is carrying the weight of your entire retirement. No big pension. No fat Socia...
What Every New Immigrant Needs to Know in One Brief Letter
Moving to Israel is exciting , but your money needs to make the move with you. From opening an Israeli bank account and avoiding cash-flow h...
Israeli Investments and U.S. Taxes: What Americans Living in Israel Need to Know
You're filing your U.S. taxes like a champ . Gold star. But what if the way your Israeli investments are set up is quietly costing you money...
The Best Way to Gift Money
Should you invest every dollar the same way? Not even close. A real conversation with a family who inherited money reveals one of the bigges...
How Market Headlines Push Investors Into Costly Portfolio Mistakes
Market headlines screaming? Portfolio bouncing around? Before you make a move you might regret, take four minutes and hear why the smartest...
Which is More Important: Steady Income or Potential Growth?
How much of your retirement portfolio should be invested in bonds? High-quality bonds can help reduce portfolio volatility and provide incom...
Moving From Bond Funds to CDs for Steady, Reliable Income
You know that "safe" bond fund in your retirement account? It might not be as safe as you think. Bond funds can lose value when interest rat...
Should Retirees Diversify Globally to Protect Their Savings?
Are you putting too many of your investment eggs in one basket without even realizing it? Many retirees and investors naturally stick with w...
When Cash Sits Idle in an Israeli Bank: What Americans in Israel Often Miss
Got dollars parked in an Israeli bank collecting dust and barely any interest? You might be losing thousands a year without even realizing i...
Are You Guilty of this Portfolio Management Mistake?
What if your investment portfolio is full of stocks you wouldn't buy today? Too many investors hang on to investments simply because they in...
Technology Holdings Jumped Sharply. Should You Rebalance or Stay the Course?
Your portfolio might be out of balance right now and you don't even know it. When one sector takes off, it can quietly crowd out everything...