PI Financial - experience. driven. 7 Steps to A Better Portfolio

7 Steps

Will help a lot of investors make better investment decisions.

I wrote 7 Steps to a Better Portfolio for you, the average long-term investor, to help identify, evaluate, and deal with critical investment issues. Whether you invest independently or alongside your advisor, 7 Steps is an investment framework to help facilitate better decision-making along your investment journey, reduce investment stress, and improve your odds of long-term investment success.

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Make sure you are doing your best to improve your odds of long-term investment success.

Contact Edward

The investing world is chaotic and noisy. Is your portfolio properly allocated and diversified? Do you have the right investments, are they suitable for your objectives and risk tolerance? How much are you paying, is it worth the cost? Edward has three decades of investing experience, two decades of teaching finance, holds the CFA (Chartered Financial Analyst) designation and is well versed in tax and financial planning with his CPA and CFP designations.

We are all looking for an answer. Lose weight, be happier, get a promotion at work, become a better parent, get the most out of life. We are all seeking a solution or direction, on how to make something better.

Investing is no different.

To some, investing solutions may be about timing markets, picking stocks, or finding the next Apple or Warren Buffett. In his role as an Investment Advisor at PI Financial Corp. and in his book 7 Steps to A Better Portfolio, Edward Goodfellow takes a different approach and focuses on creating a portfolio process and structure to improve the odds of long-term investment success.

Investing is a series of decisions around risk, return, time, and odds.
7 Steps

is the framework that guides the decision-making process. Get the steps working for you today!

Black and white photo of Edward Goodfellow in a dark coloured suit
Edward Goodfellow CFA, CPA, CA, CFP

Praise for 7 Steps to A Better Portfolio

I enjoy reading good investment books written by financial professionals and journalists. And there's often a distinction between the two. This book was written by a professional financial advisor who works in the trenches, at kitchen tables and back yard patios of real people: real clients. His broad knowledge of personal finance and (just as important) human nature shines through in this well researched, wise guide for investors. If your own mind has leaned towards speculation (whose hasn't?) this book serves as magnetic north, bringing us back in alignment with the distinction between "possibility" and "probability." Sure, you might marry Madonna next month. No matter who you are, that's possible. But it's not probable. Smart investing is about enhancing probabilities. This book does a good job bringing investors back to that reality. If we all read pieces of this book every day (and start back at the beginning when finished) it would inoculate us from the noise that derails so many people's investment plans.

Andrew Hallam (Amazon reviewer)

"7 Steps to a Better Portfolio" by Edward James Goodfellow is a valuable guide for anyone seeking to improve their investment strategies and make informed decisions in the world of finance.

Goodfellow's book addresses the fundamental desire that many of us share: the quest for improvement and betterment, whether it's in our personal lives or, in this case, our investment portfolios. The author acknowledges that while some investors may focus on market timing or stock picking, this book takes a unique approach by concentrating on creating a robust portfolio process and structure to enhance the chances of long-term investment success.

The "7 Steps" outlined in the book serve as a comprehensive framework for constructing a sound investment strategy. They cover essential aspects of investing, such as global asset allocation, diversification, risk management, and cost control. These steps are not just about maximizing returns but also about minimizing risks and optimizing the overall investment experience.

What sets "7 Steps" apart is its emphasis on empowering investors to manage the variables they can control, which in turn helps them navigate the often uncertain and volatile world of investing. The book encourages readers to be accountable, think proactively, and build emotional resilience, instilling confidence in their investment decisions.

Edward James Goodfellow's approach is grounded in financial science and rational decision-making, making this book a valuable resource for both novice and experienced investors. It provides a structured and thoughtful guide to crafting a portfolio that aligns with one's financial goals and risk tolerance.

For anyone looking to enhance their understanding of investment principles and construct a more effective portfolio, "7 Steps to a Better Portfolio" is a well-structured, informative, and actionable guide that will help pave the way to improved investment success.

Booksforbadal_l (Barnes and Noble reviewer)

Join Edward for popcorn and a movie.

Tune Out the Noise is a documentary film about a group of unlikely upstarts who crossed paths at the University of Chicago in the middle of the 20th century, just as computers were first being used to analyze data. That serendipitous, monumental shift enabled them to develop, and then apply, research that turned Wall Street upside down, from its ineffectual investing methods to how those were sold to the public.

Presented by: Edward Goodfellow CFA
Date: Saturday October 5th @ 11am Silver City Cinemas (Tillicum Mall) Popcorn and Beverage served!
RSVP: Paolina McDonough 7stepstoabetterportfolio@gmail.com

For a preview, visit https://tuneoutthenoisefilm.com