Goals-Based Investing by Tony Davidow audiobook

Goals-Based Investing: A Visionary Framework for Wealth Management

By Tony Davidow
Read by Michael Butler Murray

McGraw Hill-Ascent Audio 9781264268207

Unabridged

Format : Retail CD (In Stock)
  • $36.99

    ISBN: 9798212345477

  • $66.99

    ISBN: 9798212345453

  • $41.99

    ISBN: 9798212345460

Runtime: 7.33 Hours
Category: Nonfiction/Business & Economics
Audience: Adult
Language: English

Summary

Summary

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 proposition—in addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like "Modern Portfolio Theory" aren't modern anymore, and even Post-Modern Portfolio Theory has become passé.

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. 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, also known as environmental, social, and governance (ESG) investing; adopting a goals-based investing approach; and the future of wealth management.

Reviews

Reviews

You're reviewing: Goals-Based Investing

How do you rate this product? *

 
1 1 star
2 2 star
3 3 star
4 4 star
5 5 star
Quality
Price
Value

Author

Author Bio: Tony Davidow

Author Bio: Tony Davidow

Titles by Author

Details

Details

Available Formats : Retail CD, Library CD, MP3 CD
Category: Nonfiction/Business & Economics
Runtime: 7.33
Audience: Adult
Language: English