Investor Coaching Series
What are you waiting for? Come check out one of our fascinating, friendly, and fun investor coaching sessions.
January, and every month
Much of what you think you know about investing is wrong, but if all you do is read the financial press or watch financial media, you’ll never know it. Learn the truth about investing, and discover the secrets savvy investors already know.
February
Money isn’t an end unto itself. You’re investing because you want your money to provide something for you or someone you love. Understanding this is the first step to understanding the old cliche’, “Money can’t buy happiness.” Understanding your true purpose for money is essential for you to achieve peace of mind with your investments.
March
“Give a man a fish and he eats for a day. Teach a man to fish and he eats for a lifetime.” Handouts only create a short-term solution. Creating real investors can lead to lasting global solutions.
April
If you’re investing without help, or working with a typical planner, advisor, or broker, odds are you’ve never developed your investment philosophy. And investing without it can lead you to make poor investment decisions. Learn how to quickly and easily establish the true foundation of your investments.
May
Tune in one of the financial channels today and see how much time is spent with the history of investing. That’s right, none. Yet the political constructs of our world today, and your success as an investor, are based upon an understanding of what has come before. Those who do not know history are doomed to repeat it.
June
Much of what you do with your money is based on what your parents did, or things you heard from others around you, or habits you formed, or your personality. Some of it is helpful, and much of it isn’t. If you’ve ever promised yourself you would do something differently, then fell back to the old ways, it’s time you learned how to defeat your money demons, once and for all.
July
Once we’ve helped you determine what mix of assets is best for you, you’ll need to stick with it. That’s not as easy as it sounds. As one part of your portfolio increases in value faster than the other parts, eventually you’ll need to sell part of it and reinvest it. That requires great discipline, and a strong understanding of why rebalancing is so important to your long-term success as an investor.
August
Fear can cause all of us to do irrational things that we later realize were not in our best interest. In the world of investments, fear-mongers shamelessly try to manipulate us virtually every day. In this program, we’ll take a look at how often someone has cried “wolf” in the past, and what actually happened. Successful investors don’t panic, and sleep better, too.
September
Even though stocks have been the greatest wealth creator the world has ever known, investing in them isn’t for everyone. Is it for you? Let’s find out.
October
A goal without a plan is just a wish, but no plan is perfect. For successful investors, it’s essential to periodically review a plan to see what’s working, what’s not, and what adjustments need to be made.
November
Most of us are suspicious of people trying to sell us something for a commission, precisely because we’re only too aware of the potential for a conflict of interest. If you think your broker works for you, this program will explain exactly why, and how, you should think again.
December
At a time of year when we celebrate hope for peace on earth, we’ll help you learn how to achieve peace of mind about your investing. If you allow yourself to be swayed by instinct, emotion, and the media, the result is rarely a well-constructed portfolio. Instead, it can often be compared to gambling or speculating with money that is intended to last a lifetime. You’ll learn how to rise above the noise, use the cognitive part of your brain, and become a conscious investor.
