Why Every Investor Needs an Investment Policy
The Canadian Investor
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Crafting a Personal Investment Policy
This chapter explores the importance of developing a personal investment policy that outlines clear objectives and a structured approach. It discusses the need for flexibility in investment strategies, particularly as life circumstances change, and emphasizes maintaining liquidity for short-term needs. The conversation covers the critical elements of risk tolerance, asset allocation, and the necessity of systematic contributions to ensure long-term success and peace of mind for investors.
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