Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Yariv Haim, founder and CEO of Sparrows Capital discuss evidence-based and contrarian investing. Which strategy can help you outperform the market? And, to what extent does our behavior and mindset affect a strategy’s effectiveness?

7 steps to helping your parents manage their money

Advertisement

One of the toughest financial issues people have is deciding when it’s time to relinquish their financial independence and ask for help with their finances. Doug has created a checklist for people who need to have a financial discussion with their parents. Discussing your parents’ financial situation doesn’t need to be awkward. Doug’s checklist can help you begin the conversation. You can download this free resource in today’s show notes.

Advertisement

SHARE
Previous articleWatch: Clashes at Joseph’s Tomb as Hundreds of Jews Light Eighth Hanukkah Candle
Next articleNetanyahu: Even If Police Recommend my Indictment, Nothing Will Happen
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