What Your Investment Policy Statement Means by Pete Mitchell
March 18, 2010 by Pete Mitchell
Filed under All Posts, Weekly Updates
What’s an IPS? An investment policy statement, or IPS, is the foundation of a good investment strategy. It gives you an overview of the whole investment plan: the asset allocation, the objectives, the asset management approach and the ground rules for communication between you and your advisor.
Do Your Investments Match Your Risk Tolerance?
March 9, 2010 by Pete Mitchell
Filed under All Posts, Alternate Investments, Everything IRA, Stock Market Info.
DO YOUR INVESTMENTS MATCH YOUR RISK TOLERANCE? Now is a good time to examine what’s in your portfolio. The stock market is unsettled … and perhaps its fluctuations are unsettling you. It’s a stressful time for the economy and Wall Street, and you may be concerned about your portfolio given what’s going on with oil [...]
