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Doug Goldstein

Doug Goldstein, CFP®, cross border financial advisor and director of Profile Investment Services, Ltd., promotes the benefits of diversifying in your portfolio. He explains why many U.S. firms have a “no non-U.S. client” policy.

Non-U.S. residents need to know their options when their U.S. brokerage advise them to move their assets. Doug suggests the next step you should take.

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Be sure your investment decisions are within your comfort level.

Investors shouldn’t lose sleep over their investments. Don’t let what might happen affect your decision making.

Doug offers a free toolkit for non-U.S. residents who want to keep their money in an American brokerage firm. Tune in for more information.

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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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