Your Family Legacy: 32 ways to preserve your family's 'wealth' for generations by Palumbos Michael
Author:Palumbos, Michael [Palumbos, Michael]
Language: eng
Format: mobi
Tags: ebook
Publisher: BookSurge
Published: 2012-02-08T05:00:00+00:00
7
Write It Down
After you have found your advisors, established your investment strategy and tested it, the best advice I can give you is to write it down.
A written investment policy statement will help you and your advisor to stay on track. What are your risk tolerances? What are your liquidity needs? What percentage of equities and fixed income should the portfolio have at all times? In what asset classes are you willing to invest? All of these answers and more should be documented. When the stock market gets bumpy you will want this guide to remind you of the course you chose. Don’t let short-term market fluctuations, even large ones, move you from your long-term plan.
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