Episode 10 - Create A Map - An Investment Policy Statement

Update: 2017-03-21

Description

One of the best tools available to help investors build their wealth is an Investment Policy Statement (IPS). Generally, an IPS is a written document that should articulate your goals, outline how you are going to attain your goals, identify your desired asset allocation and provide the information necessary for tracking and making sure you are on track to attain your goals. Your IPS should not be a cookie cutter template used for any investor with the same model portfolio.

Comments

In Channel

Episode 22 - 10 Steps to a Better Investment Experience - Step 10 – Focus on What You Can Control

2018-01-0115:08

Episode 21 - Step 9 – Ignore the Financial Media

2017-12-1514:15

Episode 20 - Step 8 – Manage Your Emotions

2017-12-0111:04

Episode 19 - Step 7 – Avoid Market Timing

2017-11-1611:28

Episode 18 - Step 6 - Practice Smart Diversification

2017-10-2817:21

Episode 17 - Step 5 - Taking the Right Risks

2017-10-1215:12

Episode 16 - Step 4 - Let the Markets Work for You

2017-09-1810:53

Episode 15 - Step 3 – Don’t Chase Past Performance

2017-08-2911:46

Episode 14 - Step 2 - Don’t Try to Outguess the Market

2017-08-1511:58

Episode 13 - Step 1 - Understanding Market Pricing

2017-08-0116:09

Episode 12 - Can I Retire?

2017-03-2317:58

Episode 11 - Use A Coach Or A Teacher

2017-03-2228:06

Episode 10 - Create A Map - An Investment Policy Statement

2017-03-2128:32

Episode 9 - Manage Your Emotions and Stay the Course.

2017-03-2015:26

Episode 8 - Know How Much Your Investments Cost You.

2017-03-1913:53

Episode 7 - A 10% discount is a good deal; A 20% discount is a better deal.

2017-03-1808:31

Episode 6 - Tilt Your Allocation

2017-03-1609:56

Episode 5 - Find Your Balance

2017-03-1515:37

Episode 4 - Start Saving Towards Your Goal(s)

2017-03-1417:23

Episode 3 - Identify Your Goal(s) and Write Them Down

2017-03-1313:40

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Episode 10 - Create A Map - An Investment Policy Statement

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Episode 10 - Create A Map - An Investment Policy Statement

Scott Stauffer

Episode 10 - Create A Map - An Investment Policy Statement