Sound Investing

8 Steps to a “Great Financial Future”

05.31.2023 - By Paul MerrimanPlay

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"It’s good to learn from your mistakes.  It’s better to learn from other people’s mistakes.”  Warren Buffett

There are easy choices in the investment process.  Much of the advice we offer is very simple and without much disagreement.  On the other hand there are choices that must come after a thoughtful understanding of long term historical results along with an understanding of your need for return and personal risk tolerance.

Jerzy Gregorek says it simply (not about investing).  “Hard choices, easy life.  Easy choices, hard life.”

I would make a change in that quote to represent what I know about investment choices.

Easy choices, good life.  Hard choices, great life.

This podcast is a quick review of  the series of articles, podcasts and videos that address 8 investment decisions that Paul feels require deeper consideration and more statistical information than the simple choices that most people understand intuitively.

Here are links to 8 pages that offer the article, podcast, video and tables about the important investment decision each addresses.

Ultimate Buy and Hold Strategy

Sound Investing Portfolios Risk and Return History

Fine-Tuning Your Asset Allocation

Fixed Contributions

Fixed Distributions

Flexible Distributions

The Simple Story About 2 Funds for Life

Selecting the Best in Class ETFs

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