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Financial Perspectives

with Michael Dubis, CFP

September 2015

09/24/15

Building a sound investment strategy

Last month, I wrote in detail about why financial planning needs to lead the investment process. Once the financial plan is designed, it’s time to move on to one of the most important components of any long-term plan: development and ongoing maintenance of an investment policy statement (IPS), or investment strategy. It is the link between your financial plan and the ongoing work necessary to manage a prudent investment portfolio.

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About This Blog

It is an understatement to say the world has experienced a radical shift in capital markets. There are more layers of information and opinions on the direction of the world than we've seen in decades. The internet and the media do not always make it easier, but Michael Dubis' contribution through IB blogs will help you sift through the noise and give you some perspective. You can find his company online.

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