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.

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Behavioral Finance: Emotions and Investment Choices

Investment Management

This investment insight delves into behavioral finance and the emotional side of investing.The emotions that may lead human beings to believe they can outperform the market are the same emotions that may also unconsciously lead them to make poor investment decisions.There are a number of steps that you can take to protect yourself from the inherent biases and natural human emotions that lead to investment mistakes.

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Single-Stock Diversification Strategies

Investment Management

Learn how to limit risk and save taxes when diversifying a concentrated stock position.A portfolio that is top-heavy in one security poses tremendous downside risk, so it’s critical to employ diversification strategies.These strategies can help an investor hedge, monetize, and diversify out of a concentrated equity position while deferring capital gains tax.

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