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Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., describes the most common investment mistakes made by investors. He tells you what you need to know in order to avoid popular investment pitfalls.

It’s important to realize that your entire fiscal picture is interconnected: every investment should be understood as one aspect of the financial picture. Make investment decisions based on your entire portfolio and coordinate your investments.

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The free resource “Watch out for this investment mistake” is a summary of how an investor can start making intelligent investment decisions. Download the free resource on the Goldstein on Gelt Show website in today’s show notes.

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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
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