The recent post from Physician On Fire and then here at WCI made me wonder how many people have their own personal Investment Policy Statement. I have never come across a prospective individual client who has a formalized one, so I am curious - do you? If so, is it self-generated like the example PoF shared or one created by a software program?
PS Hopefully this thread is in the right place and not redundant. It's my first thread and I could not find a similar one when I searched, but there always is user error.
PS Hopefully this thread is in the right place and not redundant. It's my first thread and I could not find a similar one when I searched, but there always is user error.
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