Jun 1, 2023
If you are like many of my clients, you might not want to take too many risks with investing your money. If you want a “very safe” portfolio, what does this actually look like?
Recently, I spoke with a woman who thought she had a “very safe” portfolio… I was shocked to review her statement and saw she...
Oct 20, 2022
If there was a market crash what would happen with your investments? Doug discusses the emotional turmoil and the possibility of real monetary loss in the event of a market crash. Some investors just can’t take the uncertainty of the stock market. But since market crashes are a likelihood that must be taken into, if...
May 12, 2022
If you open an account with Profile Investment Services, Ltd. how does it work and who holds your money?
It takes a team to manage your investments, and getting to know the different players and the positions they play is important. Listen to this podcast to learn exactly who does what, and how your investment...
Mar 31, 2022
When should you let go of financial responsibility?
When is it time to delegate some of financial responsibility to your spouse, children, or someone else close?
The specific financial responsibilities to be delegated depend on your specific situation. Often they include, giving someone power of attorney, check writing...
Jul 15, 2021
A question that I’m asked frequently these days is “how do I handle my American investments from overseas if my current American brokerage firm wants to close my account?”
It’s common for me to get inquiries from people who received letters about their accounts being closed/frozen. Happily, I can help...