Building an Investment Policy Statement — Roadmap Step & Resources
Writing down your own rules in advance to guide decisions under stress
- Level: beginner
- Estimated time: 1 days
- Roadmap: Investing Fundamentals
Before this step
Mini projects
- Write a personal investment policy statement defining your goals, allocation and rules for staying disciplined
Study resources
- Two Cents (PBS) (Video) — PBS's personal finance education channel, covering investing psychology and mistakes. Relevant to: Building an Investment Policy Statement.
Part of
- Behavioral Investing and Avoiding Mistakes — section
- Investing Fundamentals roadmap — the full learning path