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Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Tom Jacobs, money manager with Huckleberry Capital Management, discuss rules of thumb for asset allocation.

Can asset allocation be reduced to a formula, or is it more complicated than that. Tom doesn’t believe the old-fashioned asset allocation rules are the answer for everything. He shares his personal money philosophy and encourages the audience to look at their own financial situation on a case-by-case basis.

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Safe investments don’t exist

Doug created a free resource for investors who need to know there is no such thing as a safe investment. The list includes investments that are considered safe but have hidden downsides. To download The Risks of “Safe” Investments, please go to today’s show notes.

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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