Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Marguerita Cheng, CFP® and CEO of Blue Ocean Global Wealth, discuss the importance of having a solid financial plan. Marguerita shares her personal philosophy on investing and offers the questions you should ask when interviewing a new advisor.
Is a track record as important as understanding your current situation and future goals?
Listen to explore why people tend to shy away from financial planning learn how to change your thinking to be more positive.

Are you ready for tax loss harvesting?

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Doug has created a free resource for investors wanting to do a little housekeeping in their accounts before the year end. He encourages investors to consult a tax professional before implementing tax loss harvesting. Download a guide to tax loss harvesting in the show notes of today’s episode on the 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