Are You in Danger of Getting Dropped by Your U.S. Investment Advisor?

Goldstein on Gelt

English - January 11, 2024 14:30 - 6 minutes - 4.52 MB - ★★★★★ - 30 ratings
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Previous Episode: One Common Myth About Receiving a Cross-Border U.S. Inheritance While Living in Israel

Next Episode: Being a Good Steward of Family Wealth

Are you an American living abroad, specifically in Israel, facing difficulties with US brokerage firms terminating your accounts?

Join Doug Goldstein, licensed in both the US and Israel, as he sheds light on this ongoing issue and provides expert advice.

Discover why compliance with international regulations poses challenges for these firms, leading to account closures. But fret not! Goldstein recommends specialized companies like Profile Investments to help address your financial needs. Stay tuned for more fascinating discussions on the Goldstein on Gelt Show and don't forget to leave a positive review, like, and share with your fellow expats globally.

Let's navigate through these challenges together!