A 60-Minute On-Demand Class

Rules-Based Investing

How To Make Smarter Investments by Taking the Emotion Out of It

About This Class

How To Make Smarter Investments by Taking the Emotion Out of It

We are talking to Tim Fortier. He is a rules-based investing expert. He's been at this for over 30 years as an investment professional. He's been a broker, advisor, a chief investment officer and a consultant. He is the Founder of Portfolio Cafe. He is showing folks how to remove the emotion from investing.

You're going to hear about the magical question you ought to be asking whenever you're sitting across from somebody selling you a system or a process. I think this is the million-dollar question because it really makes the other person explain themselves, and it makes you really think about what it is that people are saying and how they're structuring essentially the pitch. I think this is incredibly powerful.

We also talk about the Wall Street myths and actually how a lot of stuff being designed now, even though we've got the fancy technology and we've got access to so much data, is based on the habits from 1950 and how this can be misleading us into bad investment mindsets.

We're going to learn a key strategy about consistency, which obviously in the context of this show is about how to have consistent returns and to have a consistent mindset here. I believe this applies to everything in life. If you are into stock investing or maybe you want to be in the stock investing, you're going to absolutely love this discussion.

Meet Your Trainer

Tim Fortier

Chief Investment Officer of Drawbridge Strategies

Tim Fortier is a veteran investment industry professional specializing in systematic, tactical and absolute return style portfolio strategies. With over 30 years of experience as an investment professional, Tim has worked as a broker, advisor, chief investment officer, and consultant. Through the years he’s seen it all, experiencing the boom of the 90’s, the Tech Bubble, the Housing Bust leading up to the Credit Crash in 2008, the recovery, and all the ups and downs in between.

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Kyle PopeWealthFit Member • Racine, Wisconsin

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The class answered ALL of my questions. I learned A LOT about how to make money work for me, rather than vice versa.

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Janet EnglishWealthFit Member • Pittsboro, North Carolina

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