My Investment Coach | Investor Coaching

Calendar of Upcoming Workshops and Events

INTRODUCTION

“A coach is someone who sometimes must tell you what you don’t want to hear, who has you see what you sometimes can’t see, so you can become the best you can be."

Why Is Investor Coaching So Important?

We hear this argument often, mostly from new unseasoned investors….”That is why I’m paying you so I don’t need to know this stuff (or spend time on this stuff), we trust you.”
We understand we have your trust, and truly appreciate this trust. We will endeavor to earn your trust throughout the years. However, we want you to use that trust to heed our advice and become an informed, educated investor. It is vitally important to your lifetime success and peace of mind.

An inevitable market decline happens (it happens every year), the news headlines are scary, and the investors that don’t take the time to become informed and educated on the right things, are the first ones to panic. They have no peace of mind. They circum to costly investor behavior from their fear and greed emotions they are unable to control.

We have also found, the investors that do take the time to learn the right things about investing, such as risk measurements, diversification, investor behavior, prudent investing strategies, rebalancing, financial industry shenanigans, etc., etc., are the investors that end up with better lifetime returns, and are able to obtain peace of mind. With this peace of mind comes a life of abundance as you are able to free up time and resources to pursue other endeavors.

Studies have shown that investors make costly emotional decisions.

The evidence…

While we can never eliminate costly fear and greed emotions, we can learn to control them. Investors are bombarded by the media’s negative headlines and bad financial advice on the TV and in the magazines, newspapers and newsletters. With the right education, you can learn to control these costly emotions. It will not be easy. Investing prudently for a lifetime is very, very, hard. This is why we have dedicated our practice to teaching you what to do and what to watch out for. Much of what we teach is common sense, but it is not intuitive for investors, and is counter to what most of the financial industry wants you to do (because it is not profitable for them).

Over the years your emotions (fear and greed) will be tested. As your Investment Coaches we cannot be with you 24 hours a day to help counter those negative sources and help you to control destructive emotions. We will not be there to protect you from your emotions on a daily basis when the news gets bad on the TV, in the newspapers and magazines, or from bad advice from friends. This is why you must take the time to learn the stuff we teach in our classes, on our website, in our twice weekly video e-mails, in our FaceBook group the Royal American Wolf Pack (closed group for clients only), and by taking our online Investor Coaching classes (for clients only).

We recommend you spend the same amount of time reviewing our coaching sessions and/or educational videos that you spend watching CNBC or Fox Business, reading the newspaper, and/or watching the nightly news. Do so especially if you are prone to watch almost everyday to see what the “experts” are saying, and/or if you are prone to react to the news headlines. This will help to balance out all the negative headlines and bad advice from the “experts.” It will also help remind you that you/we have a plan, a prudent investment strategy for a lifetime.

We are dedicated to spending the time and resources necessary to shrink or eliminate this gap for our investors and to continue to bring you quality educational videos and classes for many years to come. Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest Intelligently!

Should You Use a Broker or Advisor? (10:05)

This clip has a great explanation of the differences between a broker and an advisor. Most of the general public does not even know the difference. Check it out and forward this to your friends that have brokers acting as advisors.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Dedicated to Your Peace of Mind,
John Borger & Scott Buchanan

Past performance is no guarantee of future results.

Most Portfolio Managers Shun Their Own Funds (1:59)

This short clip by Mark Matson shows that most money managers do not even invest one dime in the funds they manage. To me it's not surprising, because I wouldn't invest in their funds either. Rest assured we eat our own cooking at Royal American and 100% of our retirement money is invested in the funds, portfolios, and allocations we recommend.If your money manager does not invest in his recommendations, then fire them and invest with someone that does.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Dedicated to Your Peace of Mind,
John Borger & Scott Buchanan

Past performance is no guarantee of future results.

Get Financial Advice in Your Best Interest (1:40)

This short clip of less than two minutes explains the difference between a stock broker (or registered representative) and a registered investment advisor. One is working for you. Care to guess which one?

Dedicated to Your Peace of Mind,
John Borger & Scott Buchanan

Past performance is no guarantee of future results.

Is Your Advisor a Yes Man? (7:11)

As many of you have found out over the years...Scott and I are not YES MEN! Hopefully you know that it is better for you that you have advisors that are not yes men, and that have the courage to tell you what you need to hear on certain occasions.

So...Can You Handle The Truth! We think you can and it is important that you can.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Dedicated to Your Peace of Mind,
John Borger & Scott Buchanan

Past performance is no guarantee of future results.

Investor Coaching: Benefits for Investors (4:04)

In this video, John describes the benefits of coaching for all investors.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Dedicated to Your Peace of Mind,
John Borger & Scott Buchanan

Past performance is no guarantee of future results.

What Your Typical Advisor Can't Do (31:06)

Many advisors and brokers will throw you under the bus to save their income at the potential huge cost to the investor for enabling dysfunctional investor behavior. In this regard, many advisors and brokers prove to be useless and detrimental to an investor's lifetime success. Check out the hidden advisor biases that investors need be aware of. If you know this stuff, you won't become a victim. Some of your friends and family may already be unsuspecting victims. And don't think that just because an advisor/broker is a nice person that you won't be subject to these problems. Most advisors/brokers are nice well meaning people. However even after evidence is presented and documented regarding their current advisor/broker they don't believe it and they sometimes remain in denial.

Be sure to pass this important video on to help prevent other investors from becoming a victim of their own costly behavior and advisor/broker biases. Whether you circum to your fear or greed emotions, it is important to have an advisor that will help keep you disciplined, especially when you don't want to. Without discipline, none of the other stuff matters (diversification rebalancing asset allocation etc). Stay diversified and stay disciplined for a lifetime!

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Past performance is no guarantee of future results.

▪ John and Scott

I'm So Proud of You (2:19)

In this short video John shows how John & Scott's dedication to teaching is paying off for investors and how proud he is in your interest in learning.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Past performance is no guarantee of future results.

▪ John and Scott

Wolf Pack...Strength in Numbers, Teamwork (4:35)

Wolf Pack...strength in numbers, teamwork. In this video, Mark explains the unique community of advisors and investors that come together to support each other through education. This does not typically happen in the cut throat competition in the financial industry. With this group of advisors and investors, there is no veil of secrecy. When you endeavor to tell the truth, there is no need for secrecy.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Past performance is no guarantee of future results.

▪ John and Scott

Why we are Dedicated to Investor Education (1:40)

In this short video I explain why Scott and I are so dedicated to investor education for our clients. We want to shrink or eliminate the behavior penalty (performance gap) between the investment return and the investor return caused by imprudent investor behavior. Being an educated investor increases your chances for improved returns over your lifetime. It's not just about money management. It's also about doing the right things and avoiding the wrong things.

It is not enough to just let us handle everything. Your emotions will be tested over your lifetime on more than one occasion by the headlines in the news. Your education will prepare you to do what is prudent and not make the mistakes other investors will make. Because this is so important for your future, Scott and I have made a commitment to investor education, and will continue to spend a lot of time, energy, and resources for this endeavor. We will never abandon you.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Past performance is no guarantee of future results.

▪ John and Scott

Broker Speak (17:08)

Dan Cuprill stopped by Matson Money studios for a special appearance on Matson Money Live where he discusses his new presentation and blog post titled: "Broker Speak", the difference between what a stock broker says and what he really means.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Past performance is no guarantee of future results.

▪ John and Scott

Coach vs. Facilitator (19:09)

Most brokers, insurance agents, and even advisors are facilitators and enable investors to do all kinds of bad things with their money. Why? All for money. Money often trumps morals.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Past performance is no guarantee of future results.

▪ John and Scott

Academic All Star - Dan Solin

Securities fraud attorney knows the secrets behind the scenes of the financial industry. In this video he reveals many of the secrets that the large financial firms and brokers would prefer investors never find out. Find out why it may be better working with a fiduciary advisor that works for the investor, instead of working with a broker that works for the firm. This is a video that all investors much watch. If you want to avoid the problems, avoid the systems that create the problems for investors. It’s what the brokers DON’T TELL YOU that really matters. Don’t become a victim.

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!

Past performance is no guarantee of future results.

▪ John and Scott

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New Video Coming Soon. ▪ John and Scott

New Video Coming Soon (0:00)

New Video Coming Soon. ▪ John and Scott

New Video Coming Soon (0:00)

New Video Coming Soon. ▪ John and Scott

Our website is full of even more videos and eye opening information that we hope will make a real difference in your life. If any of the materials or videos makes a connection with you, attend one of our upcoming movie events or investor educational workshops. If you prefer to meet in person to discuss achieving clarity about your financial future, simply CLICK HERE to schedule an appointment.