Monthly Archives: February 2018

Episode 7 – Importance of an Investment Policy Statement (IPS)

Are you heading towards the financial future you want?  Mark shares how you can use the Investment Policy Statement to help ensure that you and your investment advisor have a clear understanding of your financial goals. The more clarity you have about your portfolio, the more likely you are to stay the course when it comes to your overall financial plan.

In this episode, Mark shares how you can invest for success by using the Investment Policy Statement as a road map to track your investments and assess your risk tolerance: