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.


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 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