Investment Policy Statement, Part II
Tuesday, March 17th, 2009
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
Today I thought I would share some of the things I wrote to our investment advisor about the document. So here’s the cover letter I sent him: Read the rest of this entry »
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advisors, estate planning, investment, legacy planning, professional services, wealth
