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On this week’s Goldstein on Gelt podcast, 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.


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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.