Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Jeff Gramm, portfolio manager at Bandera Partners, talk about shareholder activism. Jeff mentions times that shareholder activism worked and times when it didn’t. Tune in to learn just how powerful a shareholder’s voice can be.

Are you working with the right financial advisor?

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Doug has created a free resource to help investors better understand their accounts. To get a copy of What All Investors Need to Know About Their Investment Accounts, download the PDF file in today’s show notes on The Goldstein On Gelt site.

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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