Ok so you have been good - you maxed out your 401, invested in a Target date fund, maybe even contributed to a back door Roth 👏

Now what?

Do you invest in your friends company?

Or go in on that hedge fund your colleague has been talking about?

Or invest in your cousins promising Device as an Angel investor?

Join me as we go over the framework of your Investment Policy Statement as we define what your portfolio should look like for optimal :

- Diversification
- Highest risk adjusted returns
- Tax efficiency

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🌎 Reach out to Param Website https://www.generationalwealthmd.com/

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