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Investment Planning for Bloated Markets and IPS Guidelines
This piece urges investors to avoid selling in a rising market and to draft an investment policy statement. It explains IPS as a written blueprint covering assets, time horizon, expected returns, loss tolerance, and rebalance triggers. It also discusses asset allocation, age-based planning, recognizing when to scale back risk, and Medicare timing for those over 65. Greg Roberts, a certified financial planner, offers contact.
MENTIONED IN THIS ARTICLE
Dan Egan
Behavioral Finance
Betterment Egan
Christopher van Slyke
WorthPointe
IPS
Medicare
Aiken