Minerva Planning Group
  • Home
  • Services
    • What We Do
      • Financial Planning
      • Estate Planning
      • Investment Management
      • Retirement Planning
      • Insurance Planning
      • Tax Planning
    • FAQs
    • Process
    • Sample Comprehensive Financial Plans
  • Who We Are
    • History
    • Mission Statement
  • Who We Work With
    • Near Retirement Age
    • Retirees
    • Aging Parents
    • Inheritance
    • Federal Government Employees
    • Emory Employees
  • Blog
  • Contact
Select Page
January 2015 Newsletter – An IPS Update and Why Invest Internationally

January 2015 Newsletter – An IPS Update and Why Invest Internationally

by Micah Porter | Mar 12, 2015 | Newsletters

Updating the IPS Micah Porter, CFA, CFP® The IPS, or Investment Policy Statement, is one of the key parts of a comprehensive financial plan. It bridges the gap between the plan framework and the investment portfolio, and it outlines the critical factors considered in...
Sign Up for Our Newsletter
  • Facebook
  • Twitter
  • Google
© Copyright Minerva Planning Group | 2016–2018 | All Rights Reserved | Resources | Disclosure | Privacy Policy
315 W. Ponce de Leon Ave. Suite 956, Decatur, GA 30030
Sign Up for Our Newsletter