Goals-Based Investing and Building a Portfolio for the Future

October 05, 2021

Tony Davidow, CIMA and Aaron Filbeck, CFA, CAIA, CIPM, FDP recently sat down to discuss the importance of starting with client objectives, how capital market assumptions have necessitated an upgrade to the average wealth advisor’s portfolio toolkit, and the importance of good education and communication towards the end investor. They also previewed some of the themes of Tony’s new upcoming book, "Goals-Based Investing: A Visionary Framework for Wealth Management".