Goals-based portfolio theory /
"This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve i...
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| Format: | eBook |
| Language: | English |
| Published: |
Hoboken, New Jersey :
Wiley,
[2023]
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| Subjects: | |
| Online Access: | Connect to the full text of this electronic book |
| Summary: | "This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve in their very real lives. People do not enter this jungle for the fun of it, at least not usually. People enter this jungle hoping to come out the other side better off-to improve their lives and secure their future"-- |
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| Physical Description: | 1 online resource (xxvii, 225 pages) : illustrations (some color) |
| Bibliography: | Includes bibliographical references and index. |
| ISBN: | 9781394320509 1394320507 9781119906124 1119906121 9781119906117 1119906113 |