Offering tools that make tracking expenses and investments easier and insists that people should “know their numbers.”
After working hard to save and grow your money, you want to make sure that it is accessible when you need it.
If you are optimistic that the economy is growing, look to the future and invest in the economy.
Is the current low-interest-rate environment, a good time to buy bonds?
Millennials should start putting aside a percentage of their income as soon as they begin working. Ignore the impulse to wait until “things are financially easier” to save, since saving is a habit.
Dual citizens often find cross-border investing challenging. The trick is to find a financial advisor who understands the financial implications of living in two countries. How can you find the right financial advisor?
Never commit to an investment or purchase until you have a plan first. Rushing into a deal can be expensive and stressful. Listen to Doug’s cautionary tale before you agree to any big financial change.
Some US brokerage firms are reluctant to keep clients with non-US addresses. If your investments are in US and you live abroad, and have received a letter asking you to close the account, listen to this episode to learn your options.
Is it possible to lower risk in your portfolio? Does using professional money managers lower risk in your investment portfolio?
Do you have sufficient funds to support yourself in retirement?
There are many details involved in managing an inheritance, especially if it includes IRAs or other American accounts. DON'T RUSH. Consult with a licensed professional
Is stock market success due to good luck or skill? Vigilance and good research are the most important criteria for success with an investment portfolio.
Can retirees leave their principal intact and only live off interest? In today’s low-interest rate environment, probably not. So how can retirees know how much they can safely withdraw?
Learn how capital gains tax strategies can be especially useful to dual citizens who may be liable to pay taxes in two countries
Practical ways to find the ideal retirement budget and still reach your personal goals.
So many things can go wrong in investing and not catching a problem early could be very costly.
Doug Goldstein, CFP® and director of Profile Investment Services, Ltd, and Meb Faber, chief investment officer of Cambria Investments Management, the challenges investors have...
A stockbroker isn’t the same thing as a money manager or financial planner. The jobs have two totally different objectives when it involves investing your money.
Doug advises both senior parents and their adult children about how to begin the process of helping with the parents financial responsibilities in a respectful and sensitive manner.
Instead of rushing to spend/invest an inheritance, slow down and consider the options. There are many details involved in managing an inheritance, especially if it includes IRAs or other American accounts.
Doug explains what a REIT is and its potential benefits. If you are interested in the real estate market, make sure to tune in.
If you are interested in early retirement, there are TWO changes you should make in your investments to increase your chances of financial success.
Doug discusses early retirement. If you are interested in early retirement, there are two changes you should make in your investments to increase your chances of financial success.
Doug explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts.
Doug shares what you, an investor with a foreign address, can do and what factors an investor should be taken into consideration.