Photo Credit: courtesy
Doug Goldstein

Everyone wants a successful investment portfolio – but the definition of a successful investment portfolio is different for everyone.

What would need to happen in order for YOU to consider yourself successful at investing?


Do you need to redefine your definition of success or redesign your portfolio?

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes or link to the free resource, go to


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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 [email protected]