Personal Investment Philosophy

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FilePlace Scott Trench's FilesPersonal Investment Philosophy

Personal Investment Philosophy

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Template 1-Page Investment Philosophy for your consideration. Please do update the document for your personal situation, and use the blocks I have as a starting point. I'd appreciate any feedback on this!

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Comments

Scott's principles resonates with me, you want your wealth taxable so you can use it now while you're young, while also preparing for future. I am just making minor edits, this is perfect for me! Thanks Scott!

Fernando E. | over 1 year ago

Great document, Scott! Listening to the podcast episode for instructions and editing your statement for our life has helped us to focus in and explicitly state many of our goals we "knew" we had, but hadn't verbalized in quite such a concrete and direct way. Enormous thanks!

Adam Coatney-Schuler | over 1 year ago

I see this is filled out with Scott's info. I think it would be helpful to have a one or two sentences of instructions for each section.

Rebecca Lea Dekker | over 1 year ago