| 1. How
do you help people become successful investors?
|
|
2. What type of services do
you offer to people visiting your website?
|
|
3. What is your investment
philosophy? |
|
4. What are the rules followed
by successful investors? |
|
5. What is the difference between
an average and successful investor?
|
|
6. How often are your publications
released? |
|
7. Why should I bother learning
about investing if I have a broker?
|
|
8. What factors influence
capital markets in the long term? |
|
9. What indices and benchmarks
do you compare your portfolios to? |
| |
|
| |
Q: How do you help people
become successful investors?
A:
- Expert and independent financial information
to make informed investment decisions
- Simple and effective investment strategies
that outperform most professional money
managers
- Reports on the latest investment developments
in an easy to understand format
- A welcoming forum for feedback and questions,
as well as assistance throughout the investment
journey.
|
|
Q: What type of services
do you offer to people visiting your website?
A:
- Free resources for investment ideas, market
developments, etc.
- We send out our new publications to individuals
who provided us with
their e-mail
|
|
Q: What is your investment
philosophy?
A:
- Make investing easy by providing expert
and unbiased information
- Deliver growth while reducing risks, cost
and time commitment
- Monitor market developments and behavioral finance indicators
|
|
Q: What
are the rules followed by successful investors
A:
- Successful investors use long-term
proven strategies
(investing is a journey - not a one-time
event)
- They learn about returns and risks
- They have a disciplined approach to
investing and saving
- They minimize costs and taxes
|
|
Q: What is the difference between
an average and successful investor?
A:
In reality it boils down to two things: investment
education and the use of sound strategies.
|
|
Q: How often are
your publications released?
A:
- The 'Monthly Newsletter' is published the
2nd Saturday of every month. We selected
this date because the important financial
data is released in the first two weeks
of a month.
- The website is updated at least monthly
or as important new developments take
place.
|
|
Q: Why should I
bother learning about investing if I have
a broker?
A:
It is always a good idea to know the basics
so you can evaluate if the investment advisor
is doing a good job. Also, once you know the
basics, you will be able to better communicate
with your advisor, enabling him/her to provide
an improved level of service.
|
|
Q: What
factors influence capital markets in the
long term?
A:
We believe the following four factors are influential:
- New developments that lead to significant
shifts
- Corporate profits and economic growth
(e.g. capital markets benefit from the growth
in economy and corporate profits)
- Market valuations (e.g. investing becomes
more risky as prices become too high and
detached from reality as during the high-tech
bubble of 2000)
- Market psychology (e.g. there may be buying
opportunities as many investors attempt
to exit the market in panic)
InvestWell Financial monitors these
factors when reporting to clients.
|
|
Q: What indices and
benchmarks do you compare your portfolios
to?
A:
|
|
