Several of my past blogs have focused on taking the dread and confusion out of investing. I’ve written about building an investment plan to accomplish financial goals, not simply accumulate wealth. I also wrote about fact-based and evidence-based investing.

Don’t let anyone tell you that a good investment experience is about playing for the biggest returns. Your needs, your goals, your timeframe, your comfort level with risk, debt and emergency savings – these are absolutely unique to you. So your investment plan should be too.

Still, there IS some common wisdom that can help you enjoy a better investment experience overall. And by ‘better’ I mean more satisfying, less stressful, and more likely to achieve what you need and want.

This ‘common wisdom’ has been all pulled together in a 2-page booklet: Pursuing a Better Investment Experience. It’s like a Top 10 list of smart practices. Lots of stats, lots of graphics, and lots of great guidelines, like #3 - Resist Chasing Past Performance, and #8 – Look Beyond the Headlines.

I’d love to send you a PDF copy of Pursuing a Better Investment Experience. It’s a straightforward, at-a-glance guide, and fits with my intention to make planning and investing stress-free, relevant and personal – for everyone. Email me here and I’ll send you your copy!