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You are here: Home / 2022 / Archives for February 2022

Archives for February 2022

Investment Policy Statement: February 2022

February 7, 2022 By Lowell Herr

The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing “[An investment] policy is the most powerful antidote to panic. The best shield for long-term policies against the

Filed Under: Portfolio Management, Beginning Investors, Critical Material Tagged With: Portfolio Management

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