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      Audio: What is a separately managed account? And do you have a vision?


      A guide to separately managed accounts, and how a vision helps you achieve your goals.
      2/18/2014, 9:53 AM

      A7 Radio's "Goldstein on Gelt" with Douglas Goldstein
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      On this week’'s Goldstein on Gelt Show, Doug meets John O’ Connor, president and chief investment officer of 3-D Asset Management. Find out what a separately managed account (SMA) is and how it helps investors diversify their portfolios. Learn more about this method of money management on your favorite weekly personal finance show.

      In the second half of the show, Gordon d’Angelo, author of the bestseller Vision: Your Pathway to Victory, discusses how having a vision helps you to realize your goals. Follow the dream and listen to this interesting interview on The Goldstein on Gelt Show.

      * To download the mp3 click the down arrow or right-click here.
      * For podcast archives click the right arrow or click here.
      * To email the show host click here.
      * To subscribe on iTunes click here.







      Douglas Goldstein, CFP® is the owner and director of Profile Investment Services, Ltd., an international investment company. He began his career on Wall Street in 1992 at Dean Witter. After developing a successful practice in New York, Doug moved with his wife and family to Israel. Doug is the author of the book, Building Wealth in Israel: A Guide to International Investments and Financial Planning. The Goldstein on Gelt podcast airs every Monday from 7:00 p.m. - 8:00 p.m. on Israel National Radio. For more info visit http://www.goldsteinongelt.com/
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