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Goals-Based Investing
A Visionary Framework for Wealth Management
Author: Tony Davidow
Narrator: Michael Butler Murray
Unabridged: 7 hr 19 min
Format: Digital Audiobook Download
Publisher: McGraw Hill-Ascent Audio
Published: 10/26/2021
Synopsis
Goals-Based Investing is an unparalleled guide to: the limitations of modern portfolio theory; behavioral finance—overcoming biases; the role and use of alternative investments in building better portfolios; the growth of exchange-traded funds (ETFs) from "cheap beta" to "smart beta"; sustainable investing; adopting a goals-based investing approach; and the future of wealth management.