Talk:Goal-based investing

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For COI reasons, I am asking another editor to review the potential addition of a citations for:

(1) Goals-based investors have numerous goals (known as the "goals-space") and capital is allocated across these goals as well as to investments within them.[1]

(2) Mathematical model [2]

(3) To solve the infeasibility problem of the synthesized MPT, as well the problem of allocating "excess wealth," the original probability maximization component of BPT was resurrected and the value-of-goals function was introduced.[3]

Both of these citations are links to my own peer-reviewed work.

  1. ^ Parker, Franklin J. (2020-02-26). "Allocation of Wealth Both Within and Across Goals: A Practitioner's Guide". The Journal of Wealth Management. doi:10.3905/jwm.2020.1.102. ISSN 1534-7524.
  2. ^ Parker, Franklin J. (2020-02-06). "A Goals-Based Theory of Utility". Journal of Behavioral Finance. 0 (0): 1–16. doi:10.1080/15427560.2020.1716359. ISSN 1542-7560.
  3. ^ Parker, Franklin J. (2020-02-06). "A Goals-Based Theory of Utility". Journal of Behavioral Finance. 0 (0): 1–16. doi:10.1080/15427560.2020.1716359. ISSN 1542-7560.