Investment Policy Statements

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In Physician’s Money Digest

By Dr. David Edward Marcinko; MBA, CMP™

By Hope Rachel Hetico; RN, MHA, CMP™

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It is well known that some physicians have a reputation for being poor investors—buying as the market peaks, selling as the market bottoms, and easily trusting brokers, agents, or other commission-driven salespeople.

A portfolio strategy or reasoned wealth building discipline often seems absent. While those physicians are heading in the right direction by creating a portfolio, it is important for them to also develop a strategy for that portfolio to ensure it stays on track with their investment goals.

This document is known as an Investment Policy Statement [IPS], and our take on it was recently published in Physician’s Money Digest.

We now extend the concept to our ME-P readers for their review and consideration. 

Read more: http://www.pmdlive.com/Article.cfm?ID=4473 Search term: Marcinko

November 2006 Physician’s Money Digest

9780763733421

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Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com

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One Response

  1. IPS-Qs

    How do you feel about your investment knowledge? Are you comfortable and confident with your choices? What about your ability to withstand short-term losses?

    These are the questions at the core of any discussion of risk tolerance. Some people are able to ride through turbulence in the financial markets with a shrug while others suffer headaches. Many investment professionals recommend that their clients adopt an investment policy statement (IPS) to do so, and to address matters such as long-range goals and desired returns.

    So – No matter where you are with your investments, there is always opportunity to increase your financial confidence with a solid plan.

    Justin D. Nabity

    Like

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