Goals-based Investing by Tony Davidow Summary
Overview of Goals-based Investing
In "Goals-Based Investing," finance veteran Tony Davidow challenges traditional portfolio theories with a revolutionary framework that aligns investments with personal objectives. What if your wealth strategy is built on outdated models? Discover why leading advisors are abandoning conventional wisdom for this visionary approach.
Similar books to Goals-based Investing
著者の声を通じて本を感じる
知識を魅力的で例が豊富な洞察に変換
キーアイデアを瞬時にキャプチャして素早く学習
楽しく魅力的な方法で本を楽しむ
重要なポイント
Beyond the 60/40 Portfolio: Rethinking Wealth Management
The financial world stands at a critical inflection point. Traditional wealth management approaches are being challenged from all sides - robo-advisors offering algorithmic solutions, fee compression squeezing margins, and clients demanding more personalized service than ever before. The conventional 60/40 portfolio that served investors well for decades now faces unprecedented headwinds in an environment of lower projected returns and rising correlations between asset classes. What worked yesterday simply won't cut it tomorrow. This transformation has been decades in the making. The industry evolved from commission-based brokers in the 1980s to AUM-based advisors in the 1990s, but each market crisis - from the dot-com bubble to the 2008 financial collapse - has forced a profound reckoning. The COVID-19 pandemic only accelerated these changes, with eight of the ten largest single-day market swings in history occurring in 2020 alone. Through this volatility, the true value of financial advice has been revealed: not in market-beating performance, but in behavioral coaching that prevents emotional decisions during turbulent times.
The Psychology of Investing and Modern Portfolio Theory's Limitations
Investment Approaches: Active, Passive, and Beyond
Alternative Investments: Expanding the Opportunity Set
Sustainable Investing: Aligning Values with Performance
Goals-Based Wealth Management: A Framework for Success
Embracing the Future of Wealth Management
クイックサマリーモード - 『Goals-based Investing』の要約を9分で読む・聴く
『Goals-based Investing』の核心的なアイデアを分かりやすいポイントに分解し、革新的なチームがどのように創造、協力、成長するかを理解します。
フラッシュカードモード - 『Goals-based Investing』から厳選した11の洞察
『Goals-based Investing』を素早い記憶のヒントに凝縮し、率直さ、チームワーク、創造的な回復力の主要原則を強調します。
エンタメモード - 『Goals-based Investing』のレッスンを24分のストーリーで
鮮やかなストーリーテリングを通じて『Goals-based Investing』を体験し、イノベーションのレッスンを記憶に残り、応用できる瞬間に変えます。
パーソナライズモード - 『Goals-based Investing』の要約を0分で読む・聴く
何でも質問し、声を選び、本当にあなたに響く洞察を一緒に作り出しましょう。
"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."
"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."
"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."
"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."
"Reading used to feel like a chore. Now it’s just part of my lifestyle."
"Feels effortless compared to reading. I’ve finished 6 books this month already."
"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."
"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."
"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"
"It is great for me to learn something from the book without reading it."
"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."
"Makes me feel smarter every time before going to work"
"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."
"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."
"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."
"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."
"Reading used to feel like a chore. Now it’s just part of my lifestyle."
"Feels effortless compared to reading. I’ve finished 6 books this month already."
"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."
"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."
"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"
"It is great for me to learn something from the book without reading it."
"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."
"Makes me feel smarter every time before going to work"
"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."
"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."
"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."
"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."
"Reading used to feel like a chore. Now it’s just part of my lifestyle."
"Feels effortless compared to reading. I’ve finished 6 books this month already."
"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."
"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."
"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"
"It is great for me to learn something from the book without reading it."
"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."
"Makes me feel smarter every time before going to work"
"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."
"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."
"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."
"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."
"Reading used to feel like a chore. Now it’s just part of my lifestyle."
"Feels effortless compared to reading. I’ve finished 6 books this month already."
"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."
"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."
"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"
"It is great for me to learn something from the book without reading it."
"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."
"Makes me feel smarter every time before going to work"
Goals-based Investingの要約をPDFまたはEPUBで無料でダウンロード。印刷やオフラインでいつでもお読みいただけます。