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▶ Investment Plan (Investment Policy Statement) 2020

Name: ▶ Investment Plan (Investment Policy Statement) 2020
Uploaded: 2020-04-05T22:53:59+00:00
Duration: 19 min 21 s

Investing with Kurt

#Investing #Stocks #IPS

Investing during a recession may not be any different than investing during a bull market – depends on your IPS. I get asked should I invest in the stock market today or what is the best stock to invest in right now? To answer those, you need to have an investment plan or the so called Investment Policy Statement (IPS) to help you and guide you not only now in the 2020 recession but in general throughout your investing journey.

1. IPS Definition:

https://www.investopedia.com/articles/investing/060515/example-investment-policy-statement.asp

2. Benefits of an IPS:

https://cashmoneylife.com/write-investment-policy-statement/)

3. Morningstar Investment Policy Statement sample:

http://news.morningstar.com/pdfs/investment-policy_apr2016.pdf

4. Bogleheads IPS page and two examples

https://www.bogleheads.org/wiki/Investment_policy_statement

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