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Are You Asking the Right Questions (4:09)
What's the stock market going to do? What's the economy going to do? What stocks should I pick? Should I get in the market? These are all interesting questions...but the wrong questions for a successful disciplined investor. Watch this short 4 minute clip to find out why. If you know the right things you don'tneed to know everything!

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.


Question 1 - Do You Know Your True Purpose for Money?
Everyone should indentify their true purpose for money, that which is more important than money itself. Without doing so, you risk living a life in fear that you never have enough money. Your true purpose for money can and will evolve over time as different things become more important in life. So, it is never set in stone. But, you must have something that is greater than money itself to have true peace of mind. Watch the video to see Mark's "true purpose for money". Enjoy!

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.

 
Question 2 - Are You Invested in the Market?
New video coming. Check back often for updates and additions.

 
Question 3 - Do You Know How Markets Work?
New video coming. Check back often for updates and additions.

 
Question 4 - Have You Defined Your Investment Philosophy?
How should one invest? Have you defined your investment philosophy? In this segment, Mark teaches about two different market philosophies you need to know before choosing an investing strategy.

 
Question 5 - Have You Identified Your Personal Risk Tolerance?
New video coming.

 
Question 6 - Do You Know the Correlation of the Assets in Your Portfolio?
This video is a dicussion on diversification and the benefits of holding low correlated assets. Do you know how to measure diversification in your portfolio? Question #6 of the 20 must answer questions is, Do you know the correlation of assets in your portfolio?

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

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

 
Question 7 - Do You Consistently and Predictably Achieve Market Returns?
New video coming.

 
Question 8 - Have You Measured the Total Amount of Commissions and Trading Costs in Your Portfolio?
New video coming.

 
Question 9 - Do You Know Where You Fall on the Markowitz Efficient Frontier?
The Markowitz Efficient Frontier is maximizing expected returns for any level of volatility. Most people don't even know that Harry Markowitz, the economist who developed this Nobel Prize-winning investment tool, even exists. Yet, the most sophisticated investors have been using this tool to build better portfolios for many, many years. When Harry Markowitz won the Nobel Prize, he determined the methodology for Maximizing Expected Returns for Any Level of Volatility. The idea here is to get the highest expected return for any given level of risk. Every investor's portfolio can actually be graphed and analyzed as to how much expected risk and return it has. This lesson teaches us all about the Markowitz Efficient Frontier and how important it is to an investor.

Continue to learn, stay diversified according to yoru 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

 
Question 10 - When it Comes to Building Your Investment Portfolio, Do you Know Exactly What you are Doing and Why?
New video coming.

 
Question 11 - Are You Working With a Financial Coach Versus a Financial Planner?
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Question 12 - Do You Have a Customized Lifelong Gameplan to Guide all of Your Investing and Spending Decisions?
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Question 13 - Do You Have an Investment Policy Statement?
New video coming.

 
Question 14 - Have You Devised a Clear-Cut Method for Measuring the Success or Failure of Your Portfolio?
New video coming.

 
Question 15 - Do You Fully Understand the Implications and Applications of Diversification in Your Portfolio?
New video coming.

 
Question 16 - Do You Have a System to Measure Portfolio Volatility?
New video coming.

 
Question 17 - Are You Aware of the Incentives Brokerage Firms and the Financial Community Have When Selling Commission-Based Products?
New video coming. .

 
Question 18 - Do You Know the Three Warning Signs That You are Gambling and Speculating With Your Money Versus Prudently Investing it?
New video coming. Check back often for updates and additions.



Question 19 - Can You Identify the Cultural Messages and Personal Mind-Sets About Money That Destroy Your Peace of Mind?

New Video Coming Soon.     ▪ John and Scott

 

 


Question 20 - Are You Ready to Shift your Personal Experience of Money and Investing from a Scarcity Mode to an Abundance Mode?

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.

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