Doug Goldstein, CFP®, cross-border financial advisor, breaks down what stocks are and how they work. Some people don’t even know that they own stock! If you are a mutual fund owner, you might also be a stock owner. His guest Julie Jason, Chief Investment Officer of Jackson Grant Investments, explains why risk and goal setting are the cornerstones of investment decisions. Investments need to be tailored to the investor. After all, different people need different investments, so you should ask the questions that are appropriate for you.

Don’t get fooled by “fool’s gold” dividends!


Doug explains why high dividends are often a trap. Learn how it’s easy to be fooled by high dividend returns. How can you determine if a high dividend is worth the risk?

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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]