Blog — Investment Policy Statement RSS

If you’re an investor or stock market follower, you’ve probably been seeing lots of articles, stories, and reports about the length of the present up-leg in stock prices, which began (more or less) in March 2009. Big gains have been made, and many in the media and even professionals are suggesting that action is needed ...

People sit down together to do business and come to a handshake agreement. Then, as time passes, what was discussed, what was agreed to, is sometimes forgotten … or worse yet, remembered incorrectly. Everyone has experienced this. With your savings and your financial future in the balance, why would you take the chance of not...

A 50-something couple met with me to discuss early retirement. Their wealth analysis revealed that they had an estimated 80 percent probability of having a financially successful retirement. In other words, they probably wouldn’t run out of money. Still, working a couple more years and saving a little more money would give them an additional...

For years, institutional investors and their advisers have created Investment Policy Statements, known in the industry as “the IPS.” It’s the document that governs the investment of money, reflects the intent of the investor, and outlines their long-term plan. It’s a road map to get everyone back on the same page when the inevitable detour,...