Nov 30, 2023

Living in Israel with U.S. investment accounts? Be careful when transferring money overseas!

In this insightful recording, Doug Goldstein, CFP®, GFP®, founder of Profile Investment Services, Ltd., unveils essential tips and best practices for successful cross-border investing. From working with reputable...

Jan 20, 2022

Does your American brokerage firm want to end your relationship because you live in Israel (or anyplace else other than the USA)?

Why would a U.S. broker not want to work with an account with a foreign address? Brokerage firms in the United States may drop clients living in Israel because of the fear of not knowing...

Dec 3, 2020

Want to guess who normally initiates a financial planning meeting – men or women? Doug and Brittney Castro, founder and CEO of Financially Wise Women, discuss differences in how men and women approach financial planning and investing.

What do these two CFPs ® (Certified Financial Planners) notice about the gender...

Jan 10, 2019

Do you keep money in the bank and not the stock market?

Having money in the bank can offer investors a sense of security. But, leaving money in the bank can impact your long-term financial plan.

There are times when it’s appropriate to keep the bulk of your savings in the bank, and other times when investing in the...

Dec 7, 2017

Believe it or not, your financial planner’s track record isn’t as important as their financial philosophy. This is because your financial planner’s main job is to help you gain a sense of control over your financial future, not pick the next hot stocks. There are no quick tricks –financial planning is a process...