Texting Your Financial Advisor? Here's Why That's a Mistake Quick texts and casual emails might work for pizza orders—but not for managing your investment portfolio. Especially when you're dealing with U.S. assets from abroad. Discover why serious financial decisions need real conversations, and how one simple call could save you from costly mistakes and miscommunications.

Texting Your Financial Advisor? Here's Why That's a Mistake Quick texts and casual emails might work for pizza orders—but not for managing your investment portfolio. Especially when you're dealing with U.S. assets from abroad. Discover why serious financial decisions need real conversations, and how one simple call could save you from costly mistakes and miscommunications.

Texting Your Financial Advisor? Here's Why That's a Mistake Quick texts and casual emails might work for pizza orders—but not for managing your investment portfolio. Especially when you're dealing with U.S. assets from abroad. Discover why serious financial decisions need real conversations, and how one simple call could save you from costly mistakes and miscommunications.

Lost in Digital Translation

Douglas Goldstein, CFP® contributes a weekly piece to "The Jerusalem Post" about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and "nefesh b nefesh" folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profile Investment Services' financial podcast.

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Lost in Digital Translation

Lost in Digital Translation