Understanding Investment Strategies and the Role of ETFs

This chapter explores the benefits of using ETFs in long-term investment strategies, highlighting their accessibility and effectiveness. It also raises questions about their suitability for buy-and-hold approaches while featuring sponsor messages on compliance and tax services.

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Episode notes

For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community.

IN THIS EPISODE, YOU'LL LEARN:

(01:41) How to think about cycles in value investing
(19:54) How to create your own free MBA
(34:27) The tax advantages you get with ETF investing
(43:52) Why Franklin Covey is vastly undervalued

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Millennial investing’s interview with Adam Mead
Our interview with Morgan Housel about the Psychology of Money
Franklin Covey’s investors' relations

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