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Doug Goldstein

Most investors think they have “safety of principal” in their portfolios… but do they really? Doug Goldstein, CFP®, explains what “safety of principal” means and how to get it. Certificates of Deposits or “CDs” are a great option for the conservative investor. Doug advises about the different types of CDs and who should invest in this “safe” approach.

Keep your loved one’s estate out of probate.

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Estate planner and author Ronald Farrington Sharp explains the difference between a will and a trust. Ronald’s book Living Trust for Everyone offers practical advice for those trying to avoid unnecessary estate costs. Doug and Ronald discuss the difference between a “will” and a “trust” and what the ideal situation is for each of these arrangements

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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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