We know one thing holding many investors back is the perceived complexity of investing. Some investors don’t get started because they feel overwhelmed by the abundance of investment options. Some investors take their cues from professional investors and believe the secret to success is creating a complex portfolio and nimbly responding to each new piece of data.

We believe that the pathway for success for most investors is to focus time and energy on understanding what they are trying to accomplish and creating and meeting a savings plan. A simple portfolio will do most of the heavy lifting from a return standpoint.

We designed this episode to help you understand the benefits of simplicity and to consider how a 3 ETF portfolio can help you achieve your investment goals. We hope you enjoy the episode and would love to hear any feedback at [email protected]

Thanks for listening!

Mark and Shani

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