Goals-Based Investing: A Visionary Framework for Wealth Management
Tony Davidow
Oct 2021 · McGraw Hill-Ascent Audio · Narrated by Michael Butler Murray
headphones
Audiobook
7 hr 19 min
Unabridged
family_home
Eligible
info
reportRatings and reviews aren’t verified Learn More
Want a 44 min sample? Listen anytime, even offline.
Add
About this audiobook
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 passe. 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.
About the author
Tony Davidow, CIMA, is president of T. Davidow Consulting, an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow has also held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments, and Kidder Peabody.
Michael Butler Murray is a professional actor, narrator, and musician who has voiced over fifty-five audiobooks. His recorded titles run the spectrum from dramatic to comedic fiction and nonfiction titles varying in topics from the Middle East to understanding your dog's olfactory senses.
Rate this audiobook
Tell us what you think.
Listening information
Smartphones and tablets
Install the Google Play Books app for Android and iPad/iPhone. It syncs automatically with your account and allows you to read online or offline wherever you are.
Laptops and computers
You can read books purchased on Google Play using your computer's web browser.
