| ◼ |
◼ |
Do you really know your purpose for money? |
| ◼ |
◼ |
Are you currently invested in the market? |
| ◼ |
◼ |
Do you understand the expected return and the risk of fixed income and equity investments? |
| ◼ |
◼ |
Have you identified your tolerance for risk? |
| ◼ |
◼ |
Do you enjoy gambling? |
| ◼ |
◼ |
Can you measure the risk in your current portfolio? |
| ◼ |
◼ |
Can you identify the return on your money that will be satisfactory? |
| ◼ |
◼ |
Do you understand the difference between active and passive portfolio management? |
| ◼ |
◼ |
Can you identify the annualized return on your investments for the last year, three years and five years? |
| ◼ |
◼ |
Do you know the three warning signs that you are gambling and speculating with your investments? |
| ◼ |
◼ |
Do you currently use a commission-based financial advisor? |
| ◼ |
◼ |
Do you know the true cost associated with high portfolio turnover? |
| ◼ |
◼ |
Have you saved enough to last until you are in your 80s or 90s? |
