Gain Perspective on Financial Planning. Investments. Your Future.

Does Your Brokerage Firm Know Your Address?

Is your investment account in jeopardy because of your address? If your American brokerage firm no longer wants to hold your account because your legal address is not in the United States, you may find useful information in this free Profile … [Read more...]

Do Exchange Traded Funds Belong in Your Investment Portfolio?

What is an ETF? An Exchange Traded Fund (ETF) is a security that owns a basket of assets (like stocks or bonds), the ownership of which is divided into shares. It is often compared with a “mutual fund,” as a mutual fund is also a basket of assets. … [Read more...]

Beware of LosIng Money in Bonds

While bonds are traditionally considered a safer, more conservative investment than stocks, it is possible to lose money in bonds. Yes, you read that correctly. In order to protect your principal while investing in bonds, be wary of the … [Read more...]

Is the Best Use Of a Lump Sum Income or Growth?

What should you do if you receive a lump sum, such as an inheritance, legal settlement, or pension payment? Should it be invested for growth or for income? Invest for growth A “growth investment” tries to increase the amount of money you have. … [Read more...]

When is the Best Time to Let Go of Financial Responsibility?

Knowing the right time to hand over financial responsibility to a trusted individual is one of the biggest challenges that an investor may face. Why should you want to let go? As you get older, it becomes more difficult to keep on top of your … [Read more...]

Why Gender Bias is a Good Thing in Financial Planning

One area where gender bias isn’t discussed enough is in financial planning. Financial planning for women must be different than for men. What do women need to know when planning their financial future? Women work fewer years than men Even though … [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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