20 must-answer questions for investing peace of mind

We live in a culture that is saturated with information. When it comes to investing, this can become cumbersome and even overwhelming. The good news is that you do not have to know everything if you know the right things.

Asking the right questions abut investing will lead you down the path to investing peace of mind. As you work with us as your investor coach and attend our investing seminars, you will soon be able to answer "YES" to "The 20 Must-Answer Questions!"

  1. Have you discovered your True Purpose for Money, that which is more important than money itself?
  2. Are you invested in the Market?
  3. Do you know how markets work?
  4. Have you defined your Investment Philosophy?
  5. Have you identified your personal risk tolerance?
  6. Do you know how to measure diversification in your portfolio?
  7. Do you consistently and predictably achieve market returns?
  8. Have you measured the total amount of commissions and costs in your portfolio?
  9. Do you know where you fall on the Markowitz Efficient Frontier?
  10. When it comes to building your investment portfolio, do you know exactly what you are doing and why?
  11. Are you working with a financial coach versus a financial planner?
  12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions?
  13. Do you have an Investment Policy Statement?
  14. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
  15. Do you fully understand the implications and applications of diversification in your portfolio?
  16. Do you have a system to measure portfolio volatility?
  17. Are you aware of the incentives brokerage firms and the financial community have when selling commission-based products?
  18. Do you know the three warning signs that you are gambling and speculating with your money versus prudently investing it?
  19. Can you identify the cultural messages and personal mindsets about money that destroy your peace of mind?
  20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode?

Do not feel bad if you were not able to give more than a few "YES" answers to these questions. The most important question you can answer "YES" to is #20.

If you answered "YES" to this question, you may come to one of our workshops or contact us for a free investor inventory.