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Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., explains the unexpected risks of mutual funds. Mutual funds are commonly understood as conservative investments, however mutual funds are more complex than that.

Listen to today’s show to learn more about mutual funds and the risk they have. What makes a fund conservative, moderate, or aggressive?


Every portfolio is different and yours should be reflective of your personal comfort with risk. How’s your portfolio invested? It’s important to understand the financial details of your portfolio.


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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