Goals-Based Investing: A Visionary Framework for Wealth Management
Author: Davidow, Tony
ISBN: 9781264268207
RM92.00
Publisher,McGraw-Hill
Publication Date,
Format, Hardcover
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The financial services industry has undergone a major transformation over the last decade, including increased concerns from investors, the growth of the independent model, the growth of Robo-advisors, product evolution, increased market correlations-in addition to geopolitical risks, population growth, technological advances, and social tensions. Concepts like "Modern Portfolio Theory" aren't modern anymore, and even Post-Modern Portfolio Theory has become passe.
To succeed in today's complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques-and that's exactly what Goals-Based Investing helps you do.
To succeed in today's complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques-and that's exactly what Goals-Based Investing helps you do.
