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    RE: AFP Investment Policy

    This message was posted by a user wishing to remain anonymous ​Tom - The investment policy you have prepared is a good one and it will serve as a valuable model for members.  There is, however, one additional stipulation you may wish to consider: cash.  ...

  • Hello, Last year we asked for your help in updating our sample short-term investment policy strategy. We would like to first thank you for your feedback! We have compiled your feedback and suggestions and revised our policy. It is attached here. ...

  • John,  Hello, thanks for your question.  I was just at Texpo the other day and hosted a roundtable there.  In addition, I hosted several other roundtables this past month.  The hot topics seem to be: Tax Reform Wait and See- company decisions ...

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