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Investment Policy Statement – What it is and why you need one

By Curt Stowers | May 22, 2020 | Comments Off on Investment Policy Statement – What it is and why you need one
Advisor developing an Investment Policy Statement with client

An Investment Policy Statement (IPS) defines the purpose of your investments, helps you evaluate your risk logically, and reduces your stress—especially when the market is down. In this 4-minute video, I explain what an IPS is and why you need one.

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