Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Tao Wang, CFA® portfolio manager for Alpha Architect discuss how investors should pick stocks. Tao defines the differences between value, growth, and momentum stocks. He also emphasizes the importance of diversification and looking at the big picture.

The 9 steps to building a good money relationship with your spouse


Doug shares a process he suggests to couples who need to talk about their finances. These nine steps make having financial discussions a little easier. To see the full list, download the free PDF file in today’s show notes at


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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