Why Everyone needs an Investment Policy Statement
Details
Topic: Why Everyone needs an Investment Policy Statement
Do you consult your plan before you do buy or sell? No?!!
Do you buy/sell on a when you feel like it?
Create a document that help you plan your investments and changes to strategy.
Join in our discussion on this important topic. This is a FREE gathering of like minded individuals and not a commercial event.
We have been meeting since 2018. Our bogleheads.org forum:
https://bogleheads.org/forum/viewtopic.php?t=245259
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/iZpeqwGNWy3eZvZV9
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
AI summary
By Meetup
A free discussion for individual investors on why you need an Investment Policy Statement, with steps to create your own policy.
AI summary
By Meetup
A free discussion for individual investors on why you need an Investment Policy Statement, with steps to create your own policy.