Pursuing A Better Investment Experience
On the program this week, I preview a new educational presentation we have been working on for a while. The presentation covers ten important decisions that help investors target long-term wealth accumulation in the capital markets. While the presentation is not currently completed, the information seemed very timely as financial markets took another deep around the globe last week.
I have noticed an uptick of investor anxiety as we have seen more volatility in capital markets in recent months. The increase in tensions highlights the need for a prudent investment strategy that investors can utilize through good times and bad. A prudent strategy, conviction, discipline and a strong dose of confidence goes a long ways towards generating a positive investment experience.
In this program, I was able to cover nine of the ten major investment decisions needed to develop and implement a prudent investment strategy. However, I was not able to cover investment decision number ten this week. That will be covered at the beginning of my show next week.
When the presentation is completed, we will release it and make it available to everyone online. We are currently working on some of the illustrations and completing the voice tracks. So look for that release in the near future.
In the first segment of the program, I spend time chatting about taxes from a strategic perspective. Often investors are encouraged to think short-term about taxes instead of strategically. In many cases, tactical tax planning does not solve the underlying issues.
I hope you enjoy the show this week.
Remember to subscribe or follow my blog if you would like to receive updates about when new podcasts become available. Here are the materials from this week’s show.
Segment 1: Strategic versus tactical investment tax planning
Segments 2-4: Pursuing A Better Investment Experience