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Managing U.S. investments while living in Israel might seem like a challenge, but it’s an opportunity to truly expand your financial horizons. Think of it as navigating through different time zones—geographically and financially. While it might initially feel daunting, the right strategies can turn these potential hurdles into stepping stones, helping you unlock opportunities that might have otherwise gone unnoticed. 

The Power of Innovation 

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Israel, known as the “Startup Nation,” leads the world in technological advancements. American companies recognize the immense value of these innovations and often integrate them to drive their growth. This synergy offers investors a unique chance to get involved in the future of global industries. By investing in U.S. firms that embrace Israeli technology, you can benefit from cutting-edge innovation while enjoying the structure of the U.S. market. 

Steve Jobs, co-founder of Apple Inc., wisely observed, “Innovation distinguishes between a leader and a follower.” By aligning your investments with companies that actively pursue Israeli innovation, you’re not just following trends—you’re leading the way into a future full of growth potential. 

Seamless Investment in Israeli Innovation 

Investing in Israel’s groundbreaking technology doesn’t mean you have to dive into complex foreign markets. In fact, many Israeli companies are listed on U.S. stock exchanges, allowing you to purchase shares just as easily as you would with any American company. This accessibility means you can capitalize on Israel’s technological advancements while enjoying the protections and conveniences of the U.S. financial system. 

For those seeking a diversified approach, Exchange Traded Funds (ETFs) provide a smart solution. With a single purchase, you can invest in a broad range of companies. Some ETFs focus specifically on Israeli companies or sectors where Israel leads, offering exposure to this dynamic economy. It’s an easy way to get involved in Israel’s growth story. 

Merging the World’s Most Regulated Markets with Innovation 

The U.S. stock market is celebrated for its solid regulatory environment. Imagine pairing this stability with the innovative energy emerging from Israel—now you’re creating a powerful investment strategy! Investing in U.S. companies that partner with or acquire Israeli firms allows you to benefit from both the model of the U.S. market and the growth potential of Israeli innovation. 

Philip Fisher, a pioneer in growth investing, famously noted, “The stock market is filled with individuals who know the price of everything, but the value of nothing.” When you focus on the value that Israeli innovation brings to U.S. companies, you can see why these investments hold significant potential. 

Safeguard Your Investments with Professional Guidance 

Opportunities are plentiful, but like any investment, they come with risks. Market volatility, economic shifts, and geopolitical factors can impact your portfolio. That’s why it’s essential to approach investing with careful consideration and consult a financial advisor who understands your unique needs and circumstances. With personalized advice, you can ensure that your investment strategy aligns with your financial goals, helping you make the most of every opportunity. 

For a more detailed guide on managing your U.S. dollar assets while living in Israel, click this link to learn more. U.S. companies and funds, especially those with strong ties to Israeli innovation, offer a compelling combination of opportunity and potential diversification. As you refine your investment strategy, think about how these connections can enhance your portfolio’s growth potential.  

Douglas Goldstein, CFP® is the Director of Profile Investment Services, Ltd., helping people in Israel open and maintain U.S. brokerage and IRA accounts. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of this website, Portfolio Resources Group, Inc. or its affiliates. Nothing in this article is intended to be investment, tax, or legal advice. Information in this article is gathered from sources considered reliable, but we cannot guarantee their accuracy. Past performance is no guarantee of future returns. 

 


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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel.