My Investment Coach | Market Returns are There for the Taking

Calendar of Upcoming Workshops and Events

Hidden Costs: Bid / Ask (3:34)

Trading in and out of stocks and/or owning high turnover mutual funds is a bad way to invest over the long term. There are hidden costs most investors don't even know about...the bid/ask spread in which the broker/dealers skim profits from investors that constantly trade. This is in addition to the commissions. Watch this video...Mark does a good job of explaining it.

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

The Real Costs of Investing (25:49)

Do you know what the BIGGEST cost is in an investment portfolio? Is it the expense ratio? The manager expenses? The trading costs in high turnover funds? The advisor/coaching fee? The answer is...none of the above. It is the cost of bad investor behavior.

Studies have revealed that the higher risk funds have huge gaps between actual fund return and investor returns. This comes from not knowing the risks and chasing hot investments, and then selling when the hot fund or sector inevitably goes down. Know your risk, properly diversify, stay disciplined, and rebalance and you will get the market returns in the stock and bond markets that are available to you.

Watch this investor education video to see where all the expenses are in a portfolio and how expensive your own misbehavior can be. Investing is easier said than done, especially when going through a down market that seems will never end.

But investing is also difficult in boom times, as you get greedy and chase performance. In up markets investors end up taking on too much risk (not knowing the risk), and then panic and sell in inevitable down markets. And the investor bad behavior cycle repeats. This is why a good investment coach is worth the money, providing you with consistent ongoing educational materials, classes, and videos.

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

The Hidden Costs of Investing (17:59)

Market returns are available to every investor that is able to stay disciplined for their lifetime. The problem is, most investors, even the most "brilliant" investors and money managers, do not have the discipline to get the market returns that are available to them.

This video deals with the issues of internal hidden costs of investing, portfolio turnover, bid/ask spread costs, investor behavior costs, and brokerage commissions. This is an extremely important subject for investors to learn.

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.

Costs: The Dark Side of Investing (19:30)

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.

New Video Coming Soon

New video coming. Check back often for updates and additions.

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.