Photo Credit: courtesy
Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., reveals three aspects of designing a successful investment portfolio.

What makes a portfolio successful? While every portfolio is different, there are universal tips for creating a solid portfolio. Download the free resource “Three Tips for a Successful Portfolio” on The Goldstein on Gelt Show website in the shownotes.

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Investing for retirement is different than investing for other goals.

Have you started planning for your retirement? A well-designed investment portfolio for retirement looks different than if you wanted to meet other financial goals. Meet with your financial advisor to make sure your investments are best able to meet your current and future needs.

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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