I came into the course an avowed Boglehead, certain that low cost, buy and hold investing was the best long term investment process. Todd opened my eyes to different models that retain all the advantages of low cost, passive asset allocation, but correct the shortcomings I didn’t realize were there. You won’t learn this stuff listening to CNBC or reading the best-selling investment books. Nobody else is teaching it this way. I’m now convinced of the advantages provided by a structured, rules-based Expectancy Investing process, particularly as one approaches retirement. In fact, my confidence in this investment process is what allowed me to retire earlier than expected.
John Govert, Chapel Hill, NC.
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