Photo Credit: courtesy
Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., explains the three predominant goals of investing and how investors can begin to reach their goals.

In order to be a successful investor, you need to define your investment goal.
What is the purpose of your investment portfolio: growth or income?


Once you know your goals, then, and only then, you can begin thinking about specific investments and decide what products to buy.

If you need help defining your investment goals, download the free resource “Three Goals of Investing – Which One is Yours?” – available on today’s shownotes on the Goldstein on Gelt Show website.


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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