The Foundation of Every Proper Investment Plan
Quantifying and prioritizing financial goals moves them from dream status to "you got this."
Quantifying and prioritizing financial goals moves them from dream status to "you got this."
“Goals-based what?”
That was my response when I when I first heard the now-ubiquitous term “goals-based investing” several years ago. Isn’t all investing “goals-based”? And if people aren’t investing with goals in mind, what are they doing?