|
Mayflower Capital
1. How can I find a trustworthy
investment advisor? 1.
2. Do I
use
risk
aware investment analysis? 2.
3. Am I
getting
enough reward for the risk I take 3.
4. Do I
really
understand what investments are in my account? 4.
5. Am I
really
in
control of my investments? 5.
6. Am I
getting
coaching and encouragement to avoid being pressured by the masses to
chase after bubbles? 6.
7. Am I
using a
fee-only fiduciary investment planner? 7.
8.
Am I aware
of
the difference between a Broker-Dealer’s non-fiduciary standards versus
the fiduciary standard of a Registered Investment Advisor? 8.
9.
Am I aware
of
all the costs of investing? 9.
10. Am I
using
an
advisor that I can control and have a direct relationship with? 10
11. Do my investments let me
have a good nights sleep? 1
12. Am I
confident
my advisor is working for me with no conflicts of interest? 12
13. How has my
portfolio done in the past decade compared to a savings account? 1
14. What is my
“Plan B” if my current advisor does not perform? 1
15. If the dollar
is devalued or
significant
inflation develops how will I cope? |
|
|
|
|
|
|
|
Mayflower Capital
|