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Listen "The Investment Policy Statement (IPS). "
Episode Synopsis
In this episode, we delve into the often overlooked but crucial aspect of personal finance: the Investment Policy Statement (IPS). Dominick, Pat, and Brad guide listeners through the intricacies of creating an IPS and explore its numerous benefits.
An Investment Policy Statement serves as a blueprint for your investment journey, outlining your financial goals, risk tolerance, time horizon, and asset allocation strategy. By establishing clear guidelines and objectives, an IPS helps investors stay disciplined and focused amidst market volatility and emotional impulses.
An Investment Policy Statement serves as a blueprint for your investment journey, outlining your financial goals, risk tolerance, time horizon, and asset allocation strategy. By establishing clear guidelines and objectives, an IPS helps investors stay disciplined and focused amidst market volatility and emotional impulses.
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