"Friendship is like money, easier made than kept." FORBES

In This Edition
The Psychology of Investorship -Paul Heys
Maximizing Your Returns: Time Tested Strategies for Investors of Every Age
Latest Podcast
Testimonial

Paul Heys has been a good friend for over 30 years. We both spent many years in the securities business, we both have a passion for trying to help people make better investment decision, we both serve as directors for our Foundation and we both have a book to help investors develop the attitudes and beliefs to make them more productive as an investor. His book is “Spending Your Way to Wealth(s)”

I am very pleased that Paul has decided to make his book free to readers. Here is the link to the book and here is a link to a video that Paul and I recently recorded. As with “We’re Talking Millions” we are hoping you will share the pdf of his book with family and friends.

Words matter and as long as I have known Paul he has talked about a word he penned. The word is investorship. I hope you will read the following article about investorship and what it could mean in your life.

The Psychology of Investorship:
Navigating the Spending & Investment Decision Spectrum By Paul Heys

In the realm of investing psychology, navigating the investors’ decision spectrum from naivety to wisdom is not merely a matter of acquiring knowledge or expertise; it is a journey of the mind—a transformation of one's perspective and philosophy. This horizontal spectrum represents the evolution of investors' mindset, from naivety to wisdom. Understanding this spectrum is crucial for investors seeking to cultivate a mindset that aligns with their financial goals and aspirations. Such a mindset is called “investorship”. Read More

Maximizing Your Returns: Time Tested Strategies for Investors of Every Age

Join Paul tonight as he shares simple strategies designed to help investors get better rates of return while lowering risk. This information will be useful to first-time investors as well as retirees.

Co-presented with the Bainbridge Community Foundation. RSVP through the Senior/Community Center.

Latest Podcast- Best in Class ETF 2024 Updates

So, you've chosen to be a buy-and-hold investor following one of Paul's Sound Investing portfolios. Now, the question is, what to buy? It's time to become a knowledgeable shopper.

Chris Pedersen describes the attributes that make an ETF or mutual fund more or less suited to implementing the portfolios we've discussed.

He then shows how to use Morningstar and Portfolio Visualizer to evaluate funds and points to the Best-in-Class recommended funds he's chosen.

Finally, he demonstrates how the Portfolio Configurator can compare different fund family implementations and calculate the needed percentages of different funds for your personal portfolio choices.

Along the way, we learn that, like Warren Buffet, he has a thing for Diet Coke.

Resources:

⁠AAII Article describing his Best-in-Class ETF selection process⁠-

⁠Video link ⁠to section of prior video showing more detail of the factor analysis he uses- Time mark- 46:00

⁠Best-in-Class ETF's article ⁠

⁠Best-in-Class ETFs⁠

Portfolio Configurator

Watch the Video here

YouTube Testimonial- Best in Class 2024 Update

Great discussion Chris. As usual this was an excellent presentation. I appreciate very much all the work you and Daryl do along with Paul at the foundation. I am using much your content to teach my adult kids and grandchildren as well.

The truth about investing: ‘Common sense’ can be the worst advice

Best in Class ETF 2024 Updates

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In This EditionThe Psychology of Investorship -Paul HeysMaximizing Your Returns: Time Tested Strategies for Investors of Every AgeLatest PodcastTestimonial

In This Edition
The Psychology of Investorship -Paul Heys
Maximizing Your Returns: Time Tested Strategies for Investors of Every Age
Latest Podcast
Testimonial

Craftsmanship, stewardship, fellowship and now “investorship"