[Webinar Replay] Investing with a Goals-Based Framework
The goals-based framework has never been more popular in redefining what investment success looks like. For many, no goal is more highly sought than funding a comfortable retirement. How can a goals-based framework help investors succeed in reaching their retirement, and how can it help them spend savings in their golden years, particularly in an environment woefully deprived of low-risk yield?
Hear from Scott Ladner, CIO, Horizon Investments, Marta Norton, Head of U.S. Outcome – Based Strategies, Morningstar and Brian Griggs, Portfolio Strategist, Nuveen discussed investing with a goals-based framework in volatile markets. The panel addressed what sets the goals-based framework apart from the traditional wealth management framework, how to measure success, what advisors need to know about the goal-based framework, and much more!