A Practical Guide to Comparing Different Investment Strategies – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Bett...

TODAY’S TOPIC:  A Practical Guide to Comparing Different Investment Strategies – Part 3 
Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)
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Here are the elements of an investment policy statement (“IPS”).  This should be the backbone of your investment strategy.
 Risk & Return Preferences

 Liquidity Needs

 Time Horizon

Other Constraints (Legal, Tax, etc.)


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