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.
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. 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.
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...
Andrew Hallam (Amazon reviewer)
In this comprehensive guide, Edward covers all the key aspects of portfolio management, from setting investment goals and developing a strategy, to selecting the right assets and monitoring performance. He breaks down complex financial concepts into easily digestible information, making it accessible to readers at all levels of investment experience.
Ray