Photo Credit: courtesy
Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., highlights common mistakes made by investors.

Investors make mistakes without even realizing it. For instance, how do you coordinate your investments? Do you buy each investment on its own merits, or do look to see how it fits in with your entire portfolio and financial plan?

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What do you need to do to become a strategic investor?

Download the free resource “Watch Out for This Investment Mistake” on The Goldstein on Gelt website in today’s show notes.

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Doug Goldstein, CFP®
http://www.profile-financial.com
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]