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The Effective Investor Newsletter

Investment Management

Investment Policy Statements
 provided by a Financial Advisor

What are they? Why are they important? Provided by Financial Advisor A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and financial advisor stay “on the same page” by clearly stating the expectations and responsibilities of the client and advisor. A standard IPS will usually take into account the …

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Investment Management

The SECURE Act and Traditional IRA Changes

What is it? How might it affect retirement strategy? Provided by Mark K. Lund, Investment Adviser If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of …

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Investment Management

A Decision Not Made is Still a Decision


Indecision can lead to no decision. Provided by Mark Lund, Financial Planner Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Your workplace retirement plan. The worst non-decision is the failure to enroll. Not only …

A Decision Not Made is Still a Decision
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Investment Management

Smart Financial Moves in Your 20s, 30s, 40s, & 50s

The right moves for every age. Provided by Mark K. Lund, Financial Planner Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, …

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Investment Management

Three Key Questions to Answer Before Taking Social Security


When to start? Should I continue to work? How can I maximize my benefit? Provided by Mark K. Lund, Financial Planner Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most …

Three Key Questions to Answer Before Taking Social Security
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