- Is this investment too risky for me?
- Do I feel comfortable with this investment?
- Do I have any moral conflict with what the business provides?
- Is this investment registered with the SEC?
- What sorts of fees are associated with this investment? Does it have a load that could possibly cancel out the earnings that you would receive?
- How liquid is the investment? Could I sell this quickly?
- What would need to happen in order to profit from this investment?
Posted in: Developing a Financial Plan