The market crash of 2008 has left many people wondering why they should bother investing at all. 401k balances were devastated and their dreams of retirement felt out of reach. For some, dreams actually turned into nightmares. The bad taste has had […]
Do You Have an Investment Policy Statement?
In my last post, I mentioned the use of an Investment Policy Statement. But what is it and why should you have one? Let’s start out by describing what one is. An investment policy statement is a written document between an advisor and a client that outlines the client’s investment goals and objectives. It […]