Gain Perspective on Financial Planning. Investments. Your Future.

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...]

Are Foreign Investments Good for Your Retirement Portfolio?

Do you want to minimize risk in your retirement accounts? If so, consider diversifying your holdings to include foreign investments. Investing internationally may boost your returns and minimize risk, as you’re “geographically diversified” and not … [Read more...]

Why Bonds Are Considered to Be a Safe Investment

Is there a safe investment that carries little risk? Bonds are often described as a “safe investment” since, compared with other investments, they have a smaller risk of losing principal. However, just because some people call them “safe,” that does … [Read more...]

How to Overcome the Challenges of Receiving an Inheritance

What would be your first reaction if you received an inheritance?   When a client received an inheritance from her elderly aunt, she told me: “I thought she was going to leave everything to my cousin. I never imagined in my wildest dreams that any … [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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