What is an Investment Policy Statement?

An investment policy statement (IPS) describes the investment philosophies and investment management procedures to be utilized when providing investment advisory services. The principal reason for having an investment policy statement and for putting it in writing is to enable you to protect your portfolio from ad hoc revisions of a sound long-term approach. Without an investment policy statement, in times of market turmoil, investors are often inclined to make impromptu and emotional investment decisions that are inconsistent with prudent investment management principles. Your investment policy statement is intended to provide a well thought out framework from which sound investment decisions can be made.

401k Rollover Frequently Asked Questions

Here are some answer to your frequently asked questions regarding 401k rollovers.

401k Rollover Section Menu:

Debt Problem? Is the burden of your credit card debt getting you down? Use the menu bars at the top of this page, or the sections directly below, to find different debt relief programs, including loan programs for debt consolidation and credit counseling. Search by financial service type or the state of your residence. In order to find more financial tips and advice, please visit our personal finance section for a list of available resources on this site.

Posted in