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Dan Dobry

Dan Dobry

The Times of Israel (Blogs)

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Should I retire Overseas?

Retirement planning raises many questions: When can I retire? How much should I save? Will I continue to work and/or volunteer? What will I do to stay...

14.05.2023 40

The Times of Israel (Blogs)

Dan Dobry

How to choose a Financial Planner?

Before you even consider choosing a financial planner to help you on your journey, you need to determine what you want to accomplish in terms of long...

05.05.2023 50

The Times of Israel (Blogs)

Dan Dobry

The Empowering of Women in Financial Planning

An interview with Elinor Davison Author of “The woman’s simple Guide to Investing.” I met Elinor Davidson who is looking to empower the women...

22.04.2023 2

The Times of Israel (Blogs)

Dan Dobry

Case Study: Living in Gibraltar

Interview with Eran Shay, Managing Director of Benefit Business Solutions in Gibraltar Eran Tell us a bit about Gibraltar. Gibraltar is fast...

15.04.2023 20

The Times of Israel (Blogs)

Dan Dobry

Countries with Low Tax Rates or Incentives

Expats looking for a low tax environment but do not want to live in the zero tax jurisdictions in the Caribbean, Middle East, or the Pacific Ocean...

07.04.2023 40

The Times of Israel (Blogs)

Dan Dobry

Considerations when choosing a Tax Jurisdiction

How can you legally benefit from your tax residence? One way is to become a fiscal resident abroad where you can enjoy some tax allowances and...

31.03.2023 10

The Times of Israel (Blogs)

Dan Dobry

Common mistakes when investing

Making mistakes when investing is just part of being human  — this is also known as behavioral economics —  We aren’t always rational, and the...

25.03.2023 10

The Times of Israel (Blogs)

Dan Dobry

The Real Estate Market in the World

Challenges and Opportunities in Residential Real Estate The global real estate market was valued at $300 trillion in 2021, and is projected to reach...

17.03.2023 10

The Times of Israel (Blogs)

Dan Dobry

Understanding Inflation and Interest Rates

Inflation and interest rates tend to move in the same direction because interest rates are the primary tool used by the central banks, to manage...

10.03.2023 10

The Times of Israel (Blogs)

Dan Dobry

Things to look out for when investing

Things to look out for when investing Investment professionals and Institutions could see you, the customer, as sheep to which they will regularly...

05.03.2023 10

The Times of Israel (Blogs)

Dan Dobry

UK Estate Planning for ‘Non-Doms’

An interview with international tax advisers, Dominic Lawrance and Alice Martin from Charles Russell Speechlys Estate planning is all about...

25.02.2023 10

The Times of Israel (Blogs)

Dan Dobry

A new perspective on the world of investments

The art of investing will change significantly, in fact, the change is underway. People place great value on having their investments managed...

17.02.2023 10

The Times of Israel (Blogs)

Dan Dobry

Understanding Tax Treaties

When dealing with multi jurisdiction issues, it is very important to understand the tax treaties between countries. What Is a Tax Treaty? A tax...

11.02.2023 20

The Times of Israel (Blogs)

Dan Dobry

Private equity 2023 – what should we expect?

While limited partners grapple with the exact percentages of their target private equity allocations in the next year, one thing is certain: PE will...

06.02.2023 20

The Times of Israel (Blogs)

Dan Dobry

Working in the United States

Interview with Dr Avi Carmel If you have made the decision to move to the US from your home country, one of the first considerations is immigration....

22.01.2023 10

The Times of Israel (Blogs)

Dan Dobry

What to expect in 2023?

In 2022 the bond market experienced its worst year in history. The growth stocks that have driven equity market returns since 2008 suddenly ran out...

08.01.2023 20

The Times of Israel (Blogs)

Dan Dobry

The Challenge of Transferring Family Businesses to the Next Generation

Family businesses are changing as we speak. The new generations in the business are better educated, more geographically dispersed, and more diverse...

01.01.2023 20

The Times of Israel (Blogs)

Dan Dobry

Surviving and Thriving After Experiencing a Liquidity Event

Coming into a large sum of money is a dream for most of us. But for those who actually experience it – whether after signing an excellent work...

25.12.2022 10

The Times of Israel (Blogs)

Dan Dobry

The History and Evolution of Regulation and the Financial Planning Profession

For the last 42 years, it has been my privilege to work with families and professionals and to be part of their life journey to assist families or...

18.12.2022 10

The Times of Israel (Blogs)

Dan Dobry

AMC: The Future of Managing Investment Strategies 

Actively managed certificates offer professionals great flexibility for tailoring investment strategies. The well-known and widespread fund structures...

11.12.2022 20

The Times of Israel (Blogs)

Dan Dobry

Portfolio Construction for Navigating a New World of Risk

Establishing an appropriate asset allocation and staying invested in the markets is fundamental to successful investing. But market volatility can...

04.12.2022 20

The Times of Israel (Blogs)

Dan Dobry

How Does Inflation Affect Investments?

After several months of high inflation, you might feel like you’ve been pushed off track financially. And you’re not the only one. In 2022, ...

27.11.2022 20

The Times of Israel (Blogs)

Dan Dobry

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