Goal Based Investing: Planning for Key Life Events (Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0)
To view the accompanying slides, visit: https://www.financialpoise.com/financialpoisewebinars/on_demand_webinars/goal-based-investing-planning-personal-finance/ This webinar addresses the differences between goals based investing and returns driven investing. It takes a deeper dive into the tools and processes used in goals based investing, as well as the rationale for focusing on goals based investing rather than return driven investing. In doing so it focuses on the role of risk in making investment decisions and plans.
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