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Goal-Based Wealth Management in Practice
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Goal-Based Wealth Management in Practice (2011)Goal-Based Wealth Management in PracticePortfolio Optimization with Mental Accounts (2010)Portfolio Optimization with M…Beyond Markowitz (2005)Beyond MarkowitzGoals-Based Investing (2004)Goals-Based InvestingRevisiting the Asset Allocation Challenge Through a Behavioral Finance Lens (2003)Revisiting the Asset Allocati…Asset Allocation and Asset Location Decisions Revisited (2001)Asset Allocation and Asset Lo…Behavioral Portfolio Theory (2000)Behavioral Portfolio TheorySavings goals and wealth allocation in household financial portfolios (2020)Savings goals and wealth allo…The Floor-Leverage Rule for Retirement (2013)The Floor-Leverage Rule for R…The financial analysts journal (1960)Is Your Alpha Big Enough To Cover Its Taxes? (1993)Calculating a family’s asset mix (1998)After-Tax Asset Allocation (2006)How Sub-Optimal—If at All—Is Goal-Based Asset Allocation? (2006)Withdrawal Location with Progressive Tax Rates (2006)Prospect Theory: An Analysis of Decision under Risk (1979)Prospect theory: An analysis of decision under risk (1988)Behaviorial Finance: Past Battles and Future Engagements (1999)Individual optimal pension allocation under stochastic dominance constraints (2016)Personalized goal-based investing via multi-stage stochastic goal programming (2019)Choices, values, and frames. (1984)Is Awareness That Powerful? Women’s Financial Literacy Support to Prospects Behaviour in Prudent Decision-making (2021)Does Financial Mindfulness Make a Difference? A Nexus of Financial Literacy and Behavioural Biases in Women Entrepreneurs (2022)Exploring the influence of behavioral aspects on stock investment decision-making: a study on Bangladeshi individual investors (2022)Lifetime Portfolio Selection under Uncertainty: The Continuous-Time Case (1969)LIFETIME PORTFOLIO SELECTION BY DYNAMIC STOCHASTIC PROGRAMMING (1975)Preference Parameters and Behavioral Heterogeneity: An Experimental Approach in the Health and Retirement Study (1997)Optimal retirement and portfolio selection with consumption ratcheting (2020)PORTFOLIO SELECTION* (1952)The equity premium: A puzzle (1985)Optimal Versus Naive Diversification: How Inefficient is the 1/ N Portfolio Strategy? (2007)PORTFOLIO CHOICE VIA QUANTILES (2010)Behavioral finance: Finance with normal people (2014)Mapping the field of behavioural biases: a literature review using bibliometric analysis (2021)Reconciling Efficient Markets with Behavioral Finance: The Adaptive Markets Hypothesis (2005)Equilibrium Underdiversification and the Preference for Skewness (2007)Benchmarks as Limits to Arbitrage: Understanding the Low Volatility Anomaly (2010)Theory of games and economic behavior (2019)Self-efficacy: Toward a unifying theory of behavioral change. (1977)Self-efficacy: Toward a unifying theory of behavioral change. (1977)Does Personal Experience with COVID-19 Impact Investment Decisions? Evidence from a Survey of US Retail Investors (2022)Financial capability and financial wellbeing of women in community-based organizations: mediating role of decision-making ability (2022)Portfolio Selection (1952)Advances in prospect theory: Cumulative representation of uncertainty (1992)A test of traditional and psychometric relative risk tolerance measures on household financial risk taking (2019)
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References

  • 2000Behavioral Portfolio Theory1,040 cited
  • 2010Portfolio Optimization with Mental Accounts277 cited
  • 2005Beyond Markowitz108 cited
  • 2004Goals-Based Investing94 cited
  • 2003Revisiting the Asset Allocation Challenge Through a Behavioral Finance Lens49 cited
  • 2001Asset Allocation and Asset Location Decisions Revisited38 cited

Cited by

  • 2020Savings goals and wealth allocation in household financial portfolios32 cited
  • 2013The Floor-Leverage Rule for Retirement23 cited

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