Goals-Based Investing: A Visionary Framework for Wealth Management

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
• The future of wealth management

Investing 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.

Goals-Based Investing 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.

While major retailers like Amazon may carry Goals-Based Investing: A Visionary Framework for Wealth Management, we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.

We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.

Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of Goals-Based Investing: A Visionary Framework for Wealth Management.