<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Strategic Inheritance &#187; investment</title>
	<atom:link href="http://www.strategicinheritance.com/blog/category/investment/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.strategicinheritance.com/blog</link>
	<description>Maximize Your Legacy</description>
	<lastBuildDate>Fri, 26 Aug 2011 03:33:31 +0000</lastBuildDate>
	<language>en</language>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	<generator>http://wordpress.org/?v=3.2.1</generator>
<image>
<link>http://www.strategicinheritance.com/blog</link>
<url>http://www.strategicinheritance.com/blog/wp-content/mbp-favicon/favicon.ico</url>
<title>Strategic Inheritance</title>
</image>
		<item>
		<title>Will your insurance company survive?</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/will-your-insurance-company-survive/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/will-your-insurance-company-survive/#comments</comments>
		<pubDate>Wed, 22 Apr 2009 20:02:30 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[estate planning]]></category>
		<category><![CDATA[inheritance]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[insurance]]></category>
		<category><![CDATA[life insurance]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=747</guid>
		<description><![CDATA[Mark Nestmann writes in the Sovereign Society&#8216;s Offshore A-letter about how you can evaluate the financial health of the companies you rely upon for insurance. Among his suggestions: Make a list of every insurance policy you own&#8211;including property and casualty (auto, home, business); life; medical (including long-term care); disability; and any annuities issued by insurance [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/will-your-insurance-company-survive/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Investment Policy Statement, III &#8211; The Deeper Questions</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-iii-the-deeper-questions/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-iii-the-deeper-questions/#comments</comments>
		<pubDate>Sat, 28 Mar 2009 00:23:59 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[estate planning]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[money]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[success]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[investment policy statement]]></category>
		<category><![CDATA[investment portfolio]]></category>
		<category><![CDATA[investments]]></category>
		<category><![CDATA[risk]]></category>
		<category><![CDATA[time horizons]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=639</guid>
		<description><![CDATA[Boy! Was I naive! Kind of like my thinking with respect to estate planning ten years ago, I thought writing an Investment Policy Statement should be pretty straightforward. All I needed, I thought, was some professional help to give me the right words. But I&#8217;ve discovered that is not the case at all&#8211;a discovery that [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-iii-the-deeper-questions/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Investment Policy Statement, Part II</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-ii/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-ii/#comments</comments>
		<pubDate>Tue, 17 Mar 2009 23:23:10 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[advisors]]></category>
		<category><![CDATA[counsel]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[money]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[professional services]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=632</guid>
		<description><![CDATA[Yesterday I posted a proposed draft copy of an IPS (Investment Policy Statement) our legacy planners gave me. I said I didn’t feel comfortable signing the document without further input . . . from our investment advisor himself and, perhaps, one or two other similar advisors. Today I thought I would share some of the [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-ii/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Investment Policy Statement, Part I</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-i/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-i/#comments</comments>
		<pubDate>Tue, 17 Mar 2009 04:50:39 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[advisors]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[professional services]]></category>
		<category><![CDATA[wealth]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=599</guid>
		<description><![CDATA[Our legacy planners have urged us to create an Investment Policy Statement (IPS) that would enable outside onlookers (like my wife and me and/or our legacy planners, for instance) to say, &#8220;Yes, [our investment advisor] is living up to the requirements of our IPS. He or she is investing according to policy.&#8221; Or, &#8220;No. He [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-i/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Four asset classes for the growth of true wealth</title>
		<link>http://www.strategicinheritance.com/blog/legacy/four-asset-classes-for-the-growth-of-true-wealth/</link>
		<comments>http://www.strategicinheritance.com/blog/legacy/four-asset-classes-for-the-growth-of-true-wealth/#comments</comments>
		<pubDate>Sat, 15 Nov 2008 11:40:26 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[heritage]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[resources]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[human capital]]></category>
		<category><![CDATA[intellectual capital]]></category>
		<category><![CDATA[non-financial assets]]></category>
		<category><![CDATA[non-financial capital]]></category>
		<category><![CDATA[social capital]]></category>
		<category><![CDATA[spiritual capital]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=369</guid>
		<description><![CDATA[Charles W. Collier, in Wealth in Families, expands on the theme urged by James E. Hughes, Jr. to which I&#8217;ve alluded in the past&#8211;the idea that, as Collier quotes Hughes (perhaps from a personal interview; I have been unable to find these exact words in either of Hughes&#8217; books themselves): &#8220;A family&#8217;s duty is to [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/legacy/four-asset-classes-for-the-growth-of-true-wealth/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>The Stewardship Portfolio</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/the-stewardship-portfolio/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/the-stewardship-portfolio/#comments</comments>
		<pubDate>Tue, 21 Oct 2008 12:37:36 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[discipleship]]></category>
		<category><![CDATA[evangelism]]></category>
		<category><![CDATA[mercy]]></category>
		<category><![CDATA[stewardship portfolio]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=274</guid>
		<description><![CDATA[Almost 3 years ago, one of my very first posts (Oh! It was my first post!) was a book by Alan Gotthardt called The Eternity Portfolio. Yesterday morning, I attended a meeting at which Gary Hoag, the vice president for &#8220;Advancement&#8221; (i.e., fundraising) for Denver Seminary, spoke. Among other things, he presented what he calls [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/the-stewardship-portfolio/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Eternity Portfolio Management</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/eternity-portfolio-management/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/eternity-portfolio-management/#comments</comments>
		<pubDate>Thu, 10 Nov 2005 12:45:54 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[estate planning]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[money]]></category>
		<category><![CDATA[eternity portfolio]]></category>
		<category><![CDATA[investment portfolio]]></category>
		<category><![CDATA[Matthew 6:19-21]]></category>
		<category><![CDATA[personal calling]]></category>
		<category><![CDATA[personal giftings]]></category>
		<category><![CDATA[personal gifts]]></category>
		<category><![CDATA[personal skills]]></category>
		<category><![CDATA[personal talents]]></category>
		<category><![CDATA[personal vision]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/estate-planning/eternity-portfolio-management/</guid>
		<description><![CDATA[You know about investment portfolio management. And I&#8217;m sure you take time to ensure you invest wisely for financial returns. But what about eternal rewards? About a month ago, our local representative for Mission India gave me a copy of The Eternity Portfolio by Alan Gotthardt. Gotthardt notes that most financial consultants are happy to [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/eternity-portfolio-management/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
	</channel>
</rss>

