[Editor’s Note: As you soak up the sun during this wondrous summer, improving your financial literacy should still be a priority. That’s why WCI is introducing our summer sale that runs through July 3. With the code SUMMER20, you can take 20% off everything in the store, including all of our highly reviewed courses (including our new offerings for med students and residents)! This is one of the best sales we run all year, so make sure to take advantage as you transition into the new medical year. Aside from applying sunscreen every day, taking advantage of the summer sale could be the best decision you make this year!]

By Dr. Erik Hofmeister, Guest Writer

The Investor Policy Statement (IPS) is an essential component to your financial success. It outlines your goals, investing strategy, spending strategy, progress plan, etc. If you don’t have one, WCI’s Fire Your Financial Advisor course

Keep reading this article on The White Coat Investor.

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