Money For the Rest of Us

No One Is Entirely A Buy and Hold Investor


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What are the numerous decisions individuals have to make in managing their investments portfolios.

Topics covered include:

  • Why individual investors in order to build and preserve wealth should invest like family offices and university endowments
  • Why even buy and hold investors make portfolio changes
  • What are examples of the numerous decisions individuals have to make in overseeing their investment portfolios
  • How badly has value investing underperformed growth investing
  • How are mindset should change when it comes to investing


Thanks to Policygenius and Chili for sponsoring the episode.

For show notes and more information on this episode click here.

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Money For the Rest of UsBy J. David Stein

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