Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Jeff Gramm, portfolio manager at Bandera Partners, talk about shareholder activism. Jeff mentions times that shareholder activism worked and times when it didn’t. Tune in to learn just how powerful a shareholder’s voice can be.

Are you working with the right financial advisor?

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Doug has created a free resource to help investors better understand their accounts. To get a copy of What All Investors Need to Know About Their Investment Accounts, download the PDF file in today’s show notes on The Goldstein On Gelt site.


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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.