Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and David Kuenzi, CFP®, founder of Thun Financial Advisors, discuss the challenges that face Americans living abroad who have U.S. brokerage accounts. Why are many of the big brokerage houses asking its cross-border clients to leave? Listen to advice for dual-citizen investors who have international investments, including how to view an investment as more than its currency value.

Use an unusual investing strategy: Chess

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The game of chess has some wonderful parallels to investing. Doug shares three secrets he learned from chess while writing on his book “Rich as a King.” Download the one-page resource for free in today’s show notes on the Goldstein on Gelt website.

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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