Investing Essentials

Getting Organized

• What is investment management? 

• Choosing the right advisor 

• Clarifying your risk tolerance 

• Clarifying your Family Index 

• Choosing a strategy aligned with your goals

  • Three investment approaches 

  • Active vs passive investments 

Formalizing your strategy

• What is an investment policy statement and why you need one

Implementing Your Strategy

• Choosing the right investment instruments  

Monitoring Your Investments

• How to read your statements 

• How to read your quarterly performance report

Expenisve Mistakes

• Hiring the wrong advisor - 
• Paying less to get less - The DIY trap
• Paying more to get less -