Skip to main content
A Clear Direction
rss feedour twitterour facebook page linkdin
Financial Advisor Brisbane - AdviserScott Keefer - A Clear DirectionBuilding Investment PortfoliosPortfolio Management ServiceUpdated ContentContact Us - Brisbane Financial Planning
A Clear Direction Financial Planning logo

 Financial Happenings Blog 
Saturday, April 10 2010
It has been some time since I provided an update on one of my favourite US financial advice sites -

This website is published by Merriman, a financial advisory firm in the US.  In the past there has been two distinct aspects of their online education assault.  The first being their website - and the second their weekly audio segment - Sound Investing.

Recently the newsletters updating new additions to either component have been amalgamated into the one
concise email - SoundInvesting Newsletter

If you have not already it is well worth signing up to this newsletter - click here

In the latest update they have highlighted an article published
in March this year by the founder Paul Merriman.  The article reminds about the principles of buy & hold and challenges readers about whether they actually are buy & holders - Ten important thoughts about buy-and-hold investing

Point #1: Buying and holding is not dead

Point #2: Many people talk about buy-and-hold without knowing exactly what it is

Point #3: Long-term investing takes a very long time

Point #4: You can buy and hold and still manage your account prudently

Point #5: Many investors think of themselves as buyers and holders but don’t act like it

Point #6: The most common reason that investors abandon a buy-and-hold approach is that they have exposed themselves to too much risk

Point #7: Some investors shouldn’t hold onto investments as long as they do
Point #8: You’re not really a buyer-and-holder if you buy a fund with a heavily traded portfolio

Point #9: Buying and holding makes the effect of a front-end load worse, not better

Point #10: Being a buy-and-hold investor may be relatively simple, but it’s not necessarily easy

I really encourage you to read this article in more detail. 

Posted by: AT 10:18 pm   |  Permalink   |  Email
Scott Francis' articles in the Eureka Report 
Request for Information 
If you have questions, or would like more information, please go to our Contact page and leave your name and contact information.

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

A Clear Direction Financial Planning and Portfolio Management ABN 85 147 572 870

Level 19
10 Eagle Street
Brisbane QLD Australia
Ph: (07) 3303 0269

Authorised Representative (398444) and Credit Representative (403292) of FYG Planners Pty Ltd AFSL/ACL 224 543.

ASIC - Financial Advisers Register

All content of this website is copyright © A Clear Direction Financial Planning Pty Ltd, 2017

FYG Planners Pty Ltd & A Clear Direction Financial Planning Privacy Policy