Jun 30, 2022

Just because stocks are tumbling doesn’t necessarily mean that all is lost. Sophisticated investors know how to use a down market to up their portfolio. 

Listen to the podcast to learn three ways that you can benefit from a falling market.

1. Pretend you’re a farmer and harvest! Tax loss harvesting means...

Jun 23, 2022

The funny thing about writing a will is you invest time and effort in its creation, and yet you never benefit from it. If you want to make life easier for your heirs, it is an important document to prepare… correctly. While you work with your lawyer to write a will, keep in mind that at the end of the day, it...

Jun 16, 2022

Can money buy happiness?  

In this week’s show, Doug and his son, Efraim, discuss spending habits, and if people generally make good choices. 

Imagine hearing a financial planner tell you that it’s important to spend the money that you have in order to make you happy. Remember the famous dilemma: should...

Jun 9, 2022

Congratulations!! You just had a child! How can you ensure that they will be financially secure throughout their life? 

Today, Doug speaks with Efraim, who is preparing to be a young father, about tips and tricks for the best way to financially prepare for a growing family, and how to educate young...

Jun 2, 2022

Everyone talks about the stock market, so you may ask yourself, “Should I buy stocks?”

Historically, investing in stocks has been a great way to build wealth. But how do you know how much you should pay for a stock? If the price is always changing, how do you know you’re getting a good deal? It all boils...