Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Harvard professor, Mihir Desai discuss his book The Wisdom of Finance: Discovering Humanity in the World of Risk and Return. Professor Desai shares his belief that the financial system is broken and his suggestions on how to return to a human-focused approach. He explores the common misconceptions in financial advising and proposes a solution to those problems.

The easy way to invest around the world

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Can global diversification increase your portfolio returns? Doug offers a free resource for investors wanting to get into the global market. To download the list, go to the shownotes of today’s show 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