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Goals-Based Investing: Prioritizing What Matters Most

Eric W. Taylor |
Investment Management
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In this investment insight, we explore: How investing has evolved in recent years. The need to prioritize among essential, fundamental, and supplemental goals. How assigning “success probability targets” helps further goal achievement. The inception of modern portfolio theory (MPT) devised in the 1950s by Nobel Prize-winning economist Harry Markowitz, revolutionized investment management. It created a


Capital Perspectives June 2018

Tony Roth |
Investment Management

In the June issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, 2018 Halftime Report: Charting progress on our Capital Markets Forecast. In Focus provides a look at emerging markets, whose economies and asset performance projections are closer to home than you may think. Investment positioning and asset class


Business Valuation Insights

My Business
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Wilmington Trust, M&T Investment Banking, and Family Business Magazine hosted a business valuation webinar on May 23.  The webinar provided a comprehensive look at how to value a company, including: how valuation methods, shareholder goals, competitive positioning, and market dynamics all play a critical role in yielding the best results for privately owned family businesses.