Finance
Develop a Sell Discipline
If you are an investor, you must have a strategy that defines when you will sell an investment. It’s called having a “sell discipline” in the business. Now don’t get me wrong. I’m not suggesting you become
Ostrom is MOAA's former Program Director, Financial & Benefits Education/Counseling
Lt. Col. Shane Ostrom, USAF (Ret), CFP® retired from the Air Force in 2000 after serving in a variety of personnel, education and training, and executive officer assignments. His assignments included tours from Florida to North Dakota, and from Korea and Australia to the Pentagon. His final assignment was on the Joint Staff, writing and championing legislation related to joint officer personnel management issues.
After Air Force retirement, Ostrom practiced as an investment advisor at a large investment firm and a bank. He specialized in working with clients developing, implementing, and managing investment plans and portfolios. He holds the Certified Financial Planner™(CFP®)certificate.
Ostrom joined the MOAA staff in 2006. His responsibilities include researching and writing articles, answering member inquiries regarding military benefits, health care, survivor issues, and financial concerns. He also travels extensively to discuss these matters with present and past servicemembers, retirees, and their families.
If you are an investor, you must have a strategy that defines when you will sell an investment. It’s called having a “sell discipline” in the business. Now don’t get me wrong. I’m not suggesting you become
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