Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd. describes how Monte Carlo simulations work and how they can effectively be used for financial planning. Doug has created a free resource for investors on developing a financial plan. The list has all the questions an investor needs to consider about their financial future before meeting with a financial advisor. To download the free resource, visit today’s show notes 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