Description

Book Synopsis

Raise your investing game to a new level with the latest investing strategies, methods, and products

The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value propositionâin addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like âœModern Portfolio Theoryâ arenât modern anymore, and even Post-Modern Portfolio Theory has become passÃ.

To succeed in todayâs complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to:

  • The limitations of modern portfolio theory
  • Behavioral financeâovercoming biases
  • The role and use of alternative investments in buil

GoalsBased Investing A Visionary Framework for

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    Order before 4pm tomorrow for delivery by Mon 22 Jun 2026.

    A Hardback by Tony Davidow

    1 in stock

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      View other formats and editions of GoalsBased Investing A Visionary Framework for by Tony Davidow

      Publisher: McGraw-Hill Education
      Publication Date: 06/01/2022
      ISBN13: 9781264268207, 978-1264268207
      ISBN10: 1264268203
      Also in:
      Business, Finance & Law Business and Management

      Description

      Book Synopsis

      Raise your investing game to a new level with the latest investing strategies, methods, and products

      The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value propositionâin addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like âœModern Portfolio Theoryâ arenât modern anymore, and even Post-Modern Portfolio Theory has become passÃ.

      To succeed in todayâs complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to:

      • The limitations of modern portfolio theory
      • Behavioral financeâovercoming biases
      • The role and use of alternative investments in buil

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