WE ARE ALL LOOKING FOR AN ANSWER. Lose weight, be happier, get a promotion at work, become a better parent, get the most out of life. We are all seeking a solution or direction, on how to make something better. Investing is no different. To some, investing solutions may be about timing markets, picking stocks, or finding the next Apple or Warren Buffett. 7 Steps takes a different approach and focuses on creating a portfolio process and structure to improve the odds of long-term investment success.

7 Steps:
1. Allocate across global capital markets
2. Diversify broadly within markets
3. Focus on higher expected returns
4. Utilize financial science
5. Manage strategy risk
6. Manage investment choice risk
7. Manage costs and taxes

7 Steps examines important investment variables that investors control to better manage the variables they don't control. 7 Steps is an investment decision making framework to help investors be more accountable, build emotional resilience, encourage forward thinking, and instil confidence as they journey into the uncertain world of investing.

About the Author

EDWARD GOODFELLOW is a Portfolio Manager with the Raymond James Ltd. office in Victoria, BC Canada. Edward specializes in cross boarder solutions for Canadian and US investors. Edward is also an Associate Faculty at Royal Roads University and a sessional lecturer for CPA Western School of Business. Edward is a Chartered Professional Accountant (CPA/CA), a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a member of the Victoria Estate Planning council.

7stepstoabetterportfolio.com

"About this title" may belong to another edition of this title.

Store Description

We have 20 years experience selling books worldwide! Friendly customer support. Your satisfaction guaranteed!

Visit Seller's Storefront

Seller's business information

Miramar International Services LLC

Sale & Shipping Terms

Terms of Sale

www.californiabooks.com

Shipping Terms

www.californiabooks.com

Shipping rates within U.S.A.

Shipping rates within U.S.A.
Order quantity	3 to 7 business days	2 to 5 business days
First item	US$ 0.00	US$ 12.00

Delivery times are set by sellers and vary by carrier and location. Orders passing through Customs may face delays and buyers are responsible for any associated duties or fees. Sellers may contact you regarding additional charges to cover any increased costs to ship your items.