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BOOK SUMMARY :

Learn how to write an investment policy statement a document that every investor should have in writing to keep themselves honest and disciplined learn how to write an investment policy statement a document that every investor should have in writing to keep themselves honest and disciplinedan investment policy statement is personal and individualized for the circumstances of the advisors client the previous example is one type of ips each financial advisory firm will have a thats because creating an investment policy statement forces you to put your investment strategy in writing and commit to a disciplined investment plan its both a blueprint and a report cardhow to write an investment policy statement a guide to help keep your investments on track posted by ryan guina last updated on march 7 2019 | investing advertiser disclosure opinions reviews analyses and recommendations are the authors alone and have not been reviewed endorsed or approved by any other entityi once shared my investment policy statement on the bogleheads forum apparently most people had never seen such a thing they thought it was so unusual it was stuck into the wiki it wasnt actually the entire statement but it was the portion i was willing to share you see an ips is a rather

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