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Your Portfolio's Best Friend

Morningstar's Christine Benz highlights how an Investment Policy Statement can keep you focused and on track to meet your goals.

Jason Stipp: I'm Jason Stipp for Morningstar.

As you are opening your portfolio in January to review your performance, you might have fund companies' statements with you, a calculator, maybe your watch list. But there might be a critical piece of paper that's missing that could have a profound impact on your ultimate results.