The great football coach Vince Lombardi left nothing to chance and created masterful game plans in advance that took into account every possible eventuality of the game.

In other words, good or bad, he always had a plan to guide him to victory. He never panicked.

That’s exactly what an investment policy statement can do for you. It lays out the game plan for any and all market outcomes.

No matter what happens to the market, you’re prepared in advance.It also spells out how much risk and return you’re targeting, and your time horizon.

If you don’t currently have one, that’s a serious flaw in your investing process.

If you don’t have an Investment Policy statement, that’s not uncommon. Typically, broker’s don’t provide them.

You need to be working with a Registered Investment Advisor, like WealthAbundance.
Give us a call to map out your Investment policy.

Let’s meet to make sure your portfolio is well-positioned to take advantage of the current economic conditions, and that you have the protections you need in place.

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