Goals-Based Investing: A Visionary Framework for Wealth Management

Thương hiệu: Tony Davidow
Tình trạng: Mới
Bán tại: Mỹ
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Thông số sản phẩm
Publisher
McGraw Hill; 1st edition (December 7, 2021)
Language
English
Hardcover
240 pages
ISBN-10
1264268203
ISBN-13
978-1264268207
Item Weight
15.7 ounces
Dimensions
6.25 x 1 x 9.5 inches
Best Sellers Rank
#613,598 in Books (See Top 100 in Books) #81 in Derivatives Investments #176 in Bonds Investing (Books) #177 in Private Equity (Books)
Customer Reviews
5.0 out of 5 stars 1Review
Thông tin sản phẩm Goals-Based Investing: A Visionary Framework for Wealth Management
Thương hiệu Tony Davidow là cái tên nổi tiếng được rất nhiều khách hàng trên thế giới chọn lựa. Với kiểu dáng đẹp mắt, sang trọng, sản phẩm Goals-Based Investing: A Visionary Framework for Wealth Management là sự lựa chọn hoàn hảo nếu bạn đang tìm mua một món Finance cho riêng mình.
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Mô tả sản phẩm

From the Publisher

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Product Description

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.

From the Publisher

Tony Davidow, CIMA, is president of T. Davidow Consulting, an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers, and wealthy families. He has held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments, and Kidder Peabody among others. He is focused on developing and delivering content relating to advanced asset allocation strategies, alternative investments, factor investing, sustainable investing, and other topics. In 2020, Davidow was recognized by the Investments and Wealth Institute, with the Wealth Management Impact Award, which honors individuals who have contributed exceptional advancements in the field of private wealth management.

From the Back Cover

“Tony Davidow has effectively captured the evolution of modern wealth management by focusing on the key determinants of financial success. This gem is a must-read for both financial advisors and individual investors.”
John Nersesian, CIMA®, CFP, CPWA, Head of Advisor Education, PIMCO Investments

“With this book, Tony Davidow strikes the perfect balance of explaining success in wealth management as both an ‘art’ and a ‘science.’ He carefully threads the needle with advice, anecdotes, and wisdom that will inspire financial advisors everywhere.”
April Rudin, Founder and CEO, Rudin Group

“I have known Tony Davidow professionally for 20+ years and know him to be a thought leader on the topics of goals-based investing, alternative investments, ESG, and behavioral finance. I think this book is an essential reference source for any advisor who wants to better understand the current and future state of wealth management for high-net-worth families.”
Scott Welch, CIMA®, Board Member of the Investments & Wealth Institute 

“I am seeing a growing number of institutional investors evolve their portfolios, moving assets into foreign markets, seeking to enhance the yield in their fixed income portfolio, and increasing allocations to alternative investments, such as private equity, real assets, and hedge funds. As high net worth investors and their advisors seek to upgrade their portfolios and emulate the success of institutional investors, Goals-Based Investing provides the rationale and roadmap to facilitate the journey.”
Keith Black, PhD, CFA, CAIA, FDP Managing Director, Content Strategy, CAIA Association 

“True leaders do way more than just effectively lead—they educate, they motivate, and they lay a strong foundation for others to succeed in their footsteps. In the decade plus that I’ve personally experienced the leadership of Tony Davidow, he has embraced every one of these traits of leadership in the financial advisory universe. His new book is a fantastic, concise blueprint for how advisors need to evolve—a must-read for every A-list advisor.”
Kevin Sanchez, CIMA, CPWA, CFP, former Chair, Investments & Wealth Institute

“With each passing year, client expectations rise. Those that are not on a learning journey will find themselves left behind.  Tony Davidow is a consummate teacher and well-equipped Sherpa who contextualizes the changing world of wealth management and provides pointed guidance to help advisors better serve high-net-worth clients.”
Christine Gaze, Founder & Managing Partner, Purpose Consulting Group

“After decades as an advisor to financial advisors and experience in working with institutional money managers and funds, Tony is sharing his knowledge and insights in long-term wealth management. Goals-Based Investing is a timely book for financial advisors wanting to succeed and address their client’s needs in the current market environment. Additionally, ‘do-it-yourself’ investors would benefit from reading Goals-Based Investing, with up-to-date information on market developments, techniques for asset allocation, and wealth management.”
Halvard Kvaale, Portfolio Manager, former Managing Director, Head of Manager Research and Due Diligence, National Broker-Dealer 

“The wealth management industry is undergoing a secular shift from product to advice. In this context, Tony Davidow captures the evolution of the advisor/client dialogue as it has moved beyond ‘the money’ to a host of non-investment needs. Goals-Based Investing is equally useful for investors who are often confused by their choices of products and advisors and for advisors who need to deliver much more than investment returns to meet their clients’ idiosyncratic objectives.”
Jamie McLaughlin, CEO, J. H. McLaughlin & Co., LLC

“In his book Goals-Based Investing, Tony Davidow fuses the diverse landscape of investing into one succinct and comprehensive treatment to help investors navigate the world of wealth management. Whether you are a financial advisor or DIY investor, you will find relevant insights to help build and manage portfolios. From behavioral finance, to alternative assets, to sustainable investing, and more, Davidow covers it all.”
Margaret M. Towle, PhD., CIMA®, CPWA®, Yakima River Partners, LLC 

Goals-Based Investing is a must-read for fiduciaries and advisors. Tony Davidow uncovers financial myths, discloses the market realities, and everything in between. Tony takes us on a journey exploring the evolution of the wealth management industry.”
Alan Reid, Founder and  CEO, rPartners  

“Tony Davidow was my original teacher and mentor on all things investing as I was coming up in financial services. He taught by showing, not just telling. He does not talk down to the retail investor. Yet he manages to help them meaningfully elevate their understanding of investing and leverage its benefits to help meet their goals.”
Lule Demmissie, President, Ally Invest

About the Author

Tony Davidow, CIMA, is president of T. Davidow Consulting, an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers, and wealthy families. He has held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments, and Kidder Peabody among others. He is focused on developing and delivering content relating to advanced asset allocation strategies, alternative investments, factor investing, sustainable investing, and other topics. In 2020, Davidow was recognized by the Investments and Wealth Institute, with the Wealth Management Impact Award, which honors individuals who have contributed exceptional advancements in the field of private wealth management.

 

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