This book introduces the Personal Benchmark model, integrating behavioral finance principles with investment management to help investors and financial advisors make decisions aligned with individual financial goals. It examines how emotions, cognitive biases, and behavioral patterns influence investment decisions while presenting goals-based investing, diversified asset allocation, the bucket strategy, and active portfolio management. The book also provides practical tools for financial advisors to communicate effectively with clients and design investment portfolios that match clients' objectives and risk tolerance, making it a valuable resource for investment professionals and finance students.

Ngôn ngữ:	eng
Tác giả:	Shim, Jae K., Siegel, Joel G., Shim, Allison I.
Thông tin nhan đề:	Budgeting Basics and Beyond
Nhà xuất bản:	John Wiley & Sons, Inc.
Loại hình:	Giáo trình sách, tham khảo / Bộ sưu tập: Quản lý kinh doanh
Mô tả vật lý:	544p
Năm xuất bản:	2012