The Effective Investor Seminar Series
[private]Mark believes that all investors should be encouraged to increase their knowledge of investing. His goal is to get his clients to the point where they can answer YES to the 20 must answer questions. As a result Mark does a regular quarterly review with his clients. He refers to this review as the investor education series.
Here is a short list of some of the titles of the workshop he provides for his clients. In addition Mark will also provide special workshops that focus on specific market concerns or events.
Popular workshops have been:
- Separating Myths From Truth, The Story of Investing
- Choosing Your Investment Philosophy
- Examining Your Expectations
- Understanding the Dimensions of Risk & Return
- The Investment Vortex: Getting through the black hole of investing
- Structuring your Free Market Portfolio
- Costs: The Dark side of Investing
- The critical mindset for harnessing the power of Free Markets
- The history of investing
- The benefits of international investing
- Putting risk to work for your portfolio
- The grand enigmas of investing
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