A simple, diversified ETF model: An introduction to our series on investments
Important Education Only Disclaimer
Beechhurst Capital Advisors LLC is not an SEC or State Registered Investment Advisor. Nothing in this series is investment, tax, or legal advice. It is provided for educational purposes only. Every investor’s situation is unique—before taking any action, consult your own qualified financial and tax advisors.
If you’ve ever wished investing felt less like guessing and more like following a clear map, this series is for you. We’re kicking off a beginner‑friendly exploration of a simple asset allocation ETF model you can actually stick with—built from low‑cost, liquid funds and plain‑English rules.
What this series covers
This series is designed to support both newer and seasoned retail investors who want a structured, transparent approach to building a diversified portfolio using ETFs. Whether you're just beginning your investing journey or you're an experienced participant seeking a simplified, low-cost model grounded in disciplined asset allocation, our framework aims to deliver clarity without complexity. Throughout the series, you'll gain a deep understanding of the role each ETF plays—from traditional equities and bonds to real assets and tactical hedges—and how they work together to balance growth, income, volatility, and macroeconomic shifts. We’ll cover sample portfolio constructions, rebalancing rhythms, behavioral traps to avoid, and important tax and account location considerations. More importantly, we’ll emphasize a rules-based approach that removes emotion from investment decisions and reinforces consistency. While Beechhurst Capital Advisors LLC is not a Registered Investment Advisor and the content is purely educational, this series is intended to spark meaningful conversations with your own financial and tax advisors—giving you the tools to build, understand, and stick with a portfolio that aligns with your personal goals.
Tomorrow, we will begin our series with a review of the building blocks of our asset allocation model. Until then, be well and stay safe!
