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Doug Goldstein

Doug Goldstein, CFP®, cross-border financial advisor, invites Christine Benz of Morningstar.com to discuss managing market risk. With low interest rates, it’s tempting to take on more risk in an effort to increase returns. Doug and Christine explore how traditional investment strategies like dividends can be combined with a “bucket strategy” approach.

Getting married? Consider Doug’s advice about merging your finances.

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Doug has some advice for recent and soon to be newlyweds. These 6 steps are essential to any couple wanting to merge their finances at some point. Whether combining accounts is something you want to do, or not, these 6 steps are still good for getting the marriage off on the right foot.

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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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