High Concept Strategies: Goals-Based Investing

This is the first of a series of articles discussing various types of high-concept investment styles. This month we start with goals-based investing. Goal-based investing became popular after the Great Recession of 2008-09. Many salaried, middle-class workers lost their jobs, had to stop contributing to their 401(k) plan or, worse yet, had to make hardship … Continue reading “High Concept Strategies: Goals-Based Investing”

 
 
 
 
© 2019  CPA Iowa City IA
CPA Websites by Service2Client, LLC