Gain Perspective on Financial Planning. Investments. Your Future.

How to Make a Good Investment Decision

Since one person’s good investment choice may be a huge mistake for someone else, what factors should you consider when deciding upon a potential investment? In investing, the only hard and fast rule is that past performance never guarantees future … [Read more...]

What You Need to Know About Asset Allocation

Was Miguel Cervantes’ Don Quixote fighting imaginary windmills or market volatility when he said, “Don’t put all of your eggs in one basket?” Putting all of your assets in one basket doesn’t keep them as safe as you might think because there is … [Read more...]

The Things Not to Do With an Inheritance

When you get an inheritance, your first question may be, “What should I do now?” But perhaps a better question is “What shouldn’t I do now?” An emotional roller-coaster Getting an inheritance arouses many emotions. Sometimes, people get too … [Read more...]

How Can You Increase Your Retirement Income?

How can you increase your retirement income and avoid risk? That’s tricky, and a lot of folks simply opt to put their money in the bank. But the good news is that there are other options, aside from the bank, for reducing risk and generating more … [Read more...]

Avoid This Portfolio Management Mistake

At an initial meeting, a new retiree told me, “I’m not really sure what stocks I own.” When I asked how he had put together his portfolio, he explained that some of the positions came from an inheritance, while others… “Well, I’m not really sure,” … [Read more...]

What You Need to Know Before Buying Bonds

If you are looking for a low-risk investment with a steady yield that is generally considered more predictable than the stock market, consider buying bonds.  To watch a short explanatory video about bonds, click here. What are bonds? When you buy … [Read more...]

Profile Perspectives is a personal finance blog based on articles Doug Goldstein, CFP®, director of Profile Investment Services, Ltd., published in The Jerusalem Post. The information posted is purely informational and does not constitute investment or tax advice. Advertisements on the site are neither endorsements nor recommendations. Consult your professional advisors before making any investments based on articles or advertisements. Securities offered through Portfolio Resources Group, Inc., member of FINRA, SIPC, MSRB, FSI. Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation.

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