Personal financial planner, loves to write. Single dad with two school-age kids.

My passion is ...

My kids, my work, music and theatre.

I know too much about ...

Really obscure stuff I don't know where I picked up and of no real intrinsic value other than the fun of it.

My parents always told me ...

Have a fallback career - just in case.

My childhood ambition ...

Many, but dreams change.

Why I write ...

Just plain fun!

What I am reading/watching/listening to ...

Used to watch West Wing, now into football because of my coaching my son's team.

My first job ...

Working for a record company.

My best moment ...

Many before and many ahead to enjoy.

My inspiration ...

Anything and everything I find interesting.

Personal Finance > Investing Basics Different types of investments to consider in building your financial portfolio

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Your Investment Policy Statement - Roadmap to Success

Your Investment Policy Statement (IPS) is an important, well-conceived written document that is tailored to your specific needs and clearly defines your objectives and constraints over a relevant, explicitly stated investment time horizon.

The IPS is the foundation of managing your investments and serves as a structured decision-making process for your investment decisions. This helps to balance return seeking and risk
taking; and increases the probability of success in achieving your long-term investment goals. It provides a ...

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