Check the background of this financial professional on FINRA's BrokerCheck.

The 20 Must-Answer Questions for Investing Peace of Mind TM

 

Investing can be one of the most complicated aspects of your financial life. One of the reasons that investing may seem daunting is because many people don't know what kind of questions to ask that will help build their confidence and peace of mind. The 20 must-answer questions are specifically designed to help you identify the areas of investing where you can build your confidence as an investor and escape the Investor's DilemmaTM

                  When you have achieved the ability to answer "yes" to all of these questions.......

                     You will be on your way to a high level of investing peace of mind.


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 cost associated with purchasing commission-based products?
18. Do you know the three warning signs that you may be speculating with your money versus prudently investing it?
19. Can you identify the cultural messages and personal mind-sets about money that destroy your investing peace of mind?
20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode

 

Tell A Friend Tell A Friend
 
 
 This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Farmingbury Financial Services, LLC  in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter. 


Check the background of this financial professional on FINRA's BrokerCheck.