10 Essential Questions to Achieve Investing Peace of Mind


Below are the “10 Essential Questions” that will help every investor to achieve investing confidence and peace of mind. The battle for sound investing is often created between your two ears. In other words, if you are not an educated investor then you are easily susceptible to fear, anxiety, stress, and confusion regarding your important investment decisions.

See if you can answer “yes” to the following questions. Remember, you must be 100% confident that you know the answer in order for it to qualify as a “yes.”
  1. Do you know how Capital Markets work?
  2. Are you currently invested in the market?
  3. Do you know the three warning signs that you may be speculating and gambling with your money VS prudently investing it?
  4. Have you defined your Personal Investment Philosophy?
  5. Do you have a system to measure portfolio volatility?
  6. Do you know how to measure diversification in your portfolio?
  7. Do you predictably and consistently achieve market returns?
  8. Do you know where you fall on the Markowitz Efficient Frontier? 
  9. Have you calculated the total amount of commissions and costs in your portfolio?
  10. Can you identify the cultural messages and personal mind-sets about money that destroy your investing peace of mind?

A properly educated investor should be able to answer “yes” to most of these questions. If you are not able to answer “yes” then contact us to learn how we can help you become a well educated investor.

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