Investor Awareness

Must Answer Questions for Confident Investing
These questions are based on the core belief that education plus understanding leads to clarity and confidence; resulting in lasting peace of mind. In other words, confusion, stress and anxiety are the result when we are "in the dark" about important investment issues.

Have you discovered your True Purpose for Money, that which is more important than money itself?



Are you invested in the Market?



Do you know how markets work?



Have you defined your Investment Philosophy?



Have you identified your personal risk tolerance?



Do you know how to measure diversification in your portfolio?



Do you consistently and predictably achieve market returns?



Have you measured the total amount of commissions and trading costs in your portfolio?



Do you know where you fall on Markowitz Efficient Frontier?



When it comes to building your investment portfolio, do you know exactly what you are doing and why?



Are you working with a financial coach versus a financial planner?



Do you have a customized lifelong game plan to guide all of your investing and spending decisions?



Do you have an Investment Policy Statement?



Have you devised a clear-cut method for measuring the success or failure of your portfolio?



Do you fully understand the implications and applications of diversification in your portfolio?



Do you have a system to measure portfolio volatility?



Are you aware of the incentives brokerage firms and the financial community have when selling commission-based products?



Do you know the three warning signs that you are gambling and speculating with your money versus prudently investing it?



Can you identify the cultural messages and personal mind-sets about money that destroy your peace of mind?



Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode?





Academic All Stars
Dr. Charles Ellis Dr. Harry Markowitz John C. Bogle Louis Harvey Professor Burton G. Malkiel R. Layman Ott How Really Smart Money Invests
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