web analytics
September 29, 2016 / 26 Elul, 5776
Blogs
Sponsored Post
The Migdal Ohr Mishpachton MISHPACHTONIM – Israel’s Children are Your Children.

Support Migdal Ohr by purchasing letters in the Torah Scroll that will be written in honor of Rabbi Grossman’s 70th Birthday.



The Easy Guide to SMA


Printer-Ready Page Layout
Goldstein 485x300



On this week’s Goldstein on Gelt podcast, Doug meets John O’ Connor, president and chief investment officer of 3-D Asset Management. Find out what a separately managed account (SMA) is and how it helps investors diversify their portfolios. Learn more about this method of money management on your favorite weekly personal finance show.

Doug Goldstein, CFP®

About the Author: Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com

The author's opinion does not necessarily reflect the opinion of The Jewish Press.

If you don't see your comment after publishing it, refresh the page.

Our comments section is intended for meaningful responses and debates in a civilized manner. We ask that you respect the fact that we are a religious Jewish website and avoid inappropriate language at all cost.

If you promote any foreign religions, gods or messiahs, lies about Israel, anti-Semitism, or advocate violence (except against terrorists), your permission to comment may be revoked.




Imported and Older Comments:

to “The Easy Guide to SMA”

Comments are closed.

Current Top Story
Hoboken, NJ Terminal waiting and reception area.
3 Dead, 100-Plus Injured in NJ Transit Hoboken Train Crash

Printed from: http://www.jewishpress.com/blogs/goldstein-on-gelt/the-easy-guide-to-sma/2014/02/16/

Scan this QR code to visit this page online: