Doug Goldstein, CFP® and cross-border financial advisor, discusses diversification strategies for your investment portfolio.

Investors should always have a strategy. If you don’t want to build a diversified portfolio by yourself, work with a money manager to choose the well-diversified investments.
Doug revisits a discussion he had with Nobel Prize winner Dr. Harry Markowitz about the importance of Modern Portfolio Theory to emphasize the importance of diversification.

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A risk-return analysis is essential in today’s market

Jesse Felder, the creator of The Felder Report, joins the show to discuss current market trends. Jesse has had a long history with Wall Street and has some insights on the upcoming market. He expects a change to traditional investing. If you are thinking about passive investing, listen to this first

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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. 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 [email protected]