Author: Kevin Taylor
What to include in an Investment Policy Statement?
Investment objectives: The first step in drafting an IPS is to define the investment objectives clearly. This includes the risk and return objectives, which will guide the investment decisions. The IPS should also state the investment horizon, which determines the
How to draft an Investment Policy Statement?
Define the investment objectives: The first step in drafting an IPS is to define the investment objectives. This involves assessing the risk tolerance of the trust or family office and determining the desired return. Establish the asset allocation: Once the
Tax Strategies
Tax strategies can vary by client Make sure you are doing everything you can to innoculate yourself, and use every tax strategy that supports your financial goals.
How to draft an Investment Policy Statement?
Define the investment objectives: The first step in drafting an IPS is to define the investment objectives. This involves assessing the risk tolerance of the trust or family office and determining the desired return. Establish the asset allocation: Once the
Location one of the six critical factors in real estate investing
Investing in real estate can be a lucrative way to build wealth, but it’s not a one-size-fits-all approach. One of the most critical factors to consider before investing in real estate is location. Hence the adage “location, location, location!!!” Anticipating
Definitions: Fixed Income
Fixed Income (or debt) represents your ownership over the repayment of a debt. Usually considered bonds, they are contracts promising the repayment of loaned money. Other forms of debt arrangements include Mortgage-Backed Securities, liens, loans, and CDs. Fixed income is