TODAY’S TOPIC: A Practical Guide to Comparing Different Investment Strategies – Part 3
Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an email)
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Here are the elements of an investment policy statement (“IPS”). This should be the backbone of your investment strategy.
Risk & Return Preferences
Liquidity Needs
Time Horizon
Other Constraints (Legal, Tax, etc.)
TOOLS FOR GROWTH
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