{"product_id":"goals-based-investing-a-visionary-framework-for-wealth-management-9781264268207","title":"Goals-Based Investing: A Visionary Framework for Wealth Management","description":"\u003cp\u003e\u003cb\u003eRaise your investing game to a new level with the latest investing strategies, methods, and products\u003c\/b\u003e\u003c\/p\u003e\u003cp\u003eThe 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.\u003c\/p\u003e\u003cp\u003eTo 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. \u003ci\u003eGoals-Based Investing\u003c\/i\u003e is an unparalleled guide to: \u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eThe limitations of modern portfolio theory\u003c\/li\u003e\n\u003cli\u003eBehavioral finance-overcoming biases\u003c\/li\u003e\n\u003cli\u003eThe role and use of alternative investments in building better portfolios\u003c\/li\u003e\n\u003cli\u003eThe growth of exchange-traded funds (ETFs) from \"cheap beta\" to \"smart beta\"\u003c\/li\u003e\n\u003cli\u003eSustainable investing, also known as environmental, social, and governance (ESG) investing\u003c\/li\u003e\n\u003cli\u003eAdopting a goals-based investing approach\u003c\/li\u003e\n\u003cli\u003eThe future of wealth management\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003c\/p\u003eInvesting products have evolved significantly over the past two decades, making it easier than ever for advisors and investors to access various segments of the market and unique asset classes.\u003cp\u003e\u003c\/p\u003e\u003ci\u003eGoals-Based Investing\u003c\/i\u003e examines product evolution and discusses how to use these tools to achieve your goals. With this forward-looking, one-of-a-kind investing guide, you have everything you need to navigate the investing jungle, avoid landmines, and achieve your long-term goals and objectives.\u003cp\u003e\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eBinding Type:\u003c\/b\u003e Hardcover\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e McGraw-Hill Education\u003cbr\u003e\u003cb\u003ePublished:\u003c\/b\u003e 10\/26\/2021\u003cbr\u003e\u003cb\u003eISBN:\u003c\/b\u003e 9781264268207\u003cbr\u003e\u003cb\u003ePages:\u003c\/b\u003e 240","brand":"Tony Davidow","offers":[{"title":"Default Title","offer_id":41132516835509,"sku":"9781264268207","price":28.05,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0473\/0804\/6492\/products\/img_1cc27646-7f72-4dbb-b0a1-84dbf69f25d5.jpg?v=1632832529","url":"https:\/\/pastforward.org\/products\/goals-based-investing-a-visionary-framework-for-wealth-management-9781264268207","provider":"Past Forward","version":"1.0","type":"link"}