For Jean L.P. Brunel, CFA, managing principal of Brunel Associates and author of Goals-Based Wealth Management, identifying a client’s goals is at the heart of integrated wealth planning.
Goals Based Investing is a simple, rational approach to building portfolios that specifically targets meeting known needs.
Happy Easter to all of our Members, and 2018 has kicked off to a busy start.
There has been a lot of debate over the years about whether active fund managers add value.
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