2015 Conference
October 15–16, 2015
Orlando, FL
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The Effect of The Pattern of Goal Savings on Financial Plan Portfolios
Thursday, October 15, 2015 at 10:35 AM–12:05 PM EDT
2-Gallery
Keywords: 5 words maximum
Savings patterns, Time-horizon, time-based market returns
Very short description for use in the program to help attendees understand more than a title can describe
Planners must make a variety of recommendations; some with a sound theoretic basis, some based on rules-of-thumb or best guesses. Most financial planners agree that in selecting portfolios whose assets are held for a particular goal, you should consider time-horizon, the importance of the goal to the client, and the client’s level of risk-aversion. This paper deals with the impact of goal-based time-horizons on investor portfolios.
Lead & Corresponding Author
Prof Thomas Warschauer, CFP(R), Ph.D., San Diego State University
Job Title
Professor of Finance, Emeritus
Additional Authors
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