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Goalsbased investing can help manage behavioral biases Goalsbased investing avoids setting personal investment strategies on the basis of indexes Indexes should be used to understand the current economic and investment environment and measure and evaluate the perform ance of strategies adopted to achieve several separate goalsGoalsBased Investing—Aligning Life and Wealth 2 GoalsBased Investing—Aligning Life and Wealth Goalsbased investing offers a powerful tool to help steel clients against market fear and uncertainty by better managing human preferences, biases and behaviours that can undermine their financial successGoalsbased portfolio to a portfolio on the mean– variance Efficient Frontier This mathematical reconcilement showed that GBWM is supported by MVT, which also forms part of the basis for the model described in this paper There is a growing practitioner literature on goalsbased wealth management Nevins (04) extended the mental Unified Wealth Platform Fact Sheet Brochure Fis

 2 "Have more than you show, and speak less than you know" – William Shakespeare 3 "Don't compare yourself to others You have no idea what their journey is all about" Regina Brett 4 "You don't have to do what everyone else is doing" Oprah 5 "Focus on your journey, not the destination" – Greg AndersonHappy Journey Quotes These positive life journey quotes sum up the opportunities available to us and how our attitude can make all the difference 44 Enjoy the journey and try to get better every day And don't lose the passion and the love for what you do Nadia Comaneci 45 Every day is a journey filled with twists and turnsThe journey to know your true self from your learned self is the greatest journey of them all! Everyone Is On Their Own Quotes Writings By Amitabh Shivnarayan Kumar Yourquote Personal journey everyone has their own journey quotes