In most areas in life the more time you spend the better you do. In investing, excess time is often counterproductive. First a solid foundation that fits your circumstances and the current markets needs to be established. Then unless something truly significant happens, you may want to “stay the course.” For example, are US stock valuations “significant” enough today to change course? We will candidly discuss ETFs versus mutual funds, annuities, paying off your mortgage, worldwide stock valuations, correlations, ESG, hedge funds, Bitcoin, the danger of fixed income portfolios, and consensus long-term forecasts. If you are simply looking to have the best chance of accomplishing your long-term financial goals, take this interactive class.
Professor Glenn Frank was the founding director of Bentley University’s Masters in Financial Planning Program in 1996 where he taught capstone investment courses until 2015. Professor Frank has been a member of investment committees for decades. He is currently the Director of Investment Tax Strategy at fee-only Lexington Wealth Management.