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Doug Goldstein, CFP® and director of Profile Investment Services Ltd., discusses how one should go about choosing which mutual fund to buy. He debunks some common myths and misunderstandings surrounding mutual funds, including whether Americans living abroad can or should buy mutual funds.

Doug created a seven-point checklist that will aid investors in choosing the right mutual fund for their portfolio. To get the full checklist called The Mutual Fund Buying Checklist, download it in today’s show notes on The Goldstein on Gelt website.

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The Goldstein on Gelt Show is putting together an online financial course. If you are interested in this course, make sure you are signed up for The Goldstein on Gelt newsletter.

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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
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