Photo Credit: courtesy
Doug Goldstein

Every investor needs an investment strategy, and there are many good strategies an investor can consider. Do you know your options and what each investment strategy can offer you? Tune in to learn more about the most common choices.

Colleen Jaconetti is a certified financial planner and senior investment analyst with Vanguard Investment Strategy Group. She lays out the most popular investment strategies that investors use in everyday investments. She focuses particularly on the “Dynamic Retirement Spending” strategy, an investment strategy that can give an investor “the best of both worlds” in financial planning. She explains what the strategy is and why it is the most balanced option for an investor.

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The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and resources mentioned in the show, go to https://goldsteinongelt.com/radio-show

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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 doug@profile-financial.com