GOALS BASED INVESTING News & Analysis

A process to help you identify what really drives you.

What sort of investor are you: the Master Chef or the Queen of Takeout? Morningstar’s former Director of Manager Research Ratings shares...

Conventional wisdom dictates that risk is synonymous with volatility. Is this something most investors should worry about and is there a better way...

My financial situation has changed and I need to adjust my approach. Here's how I plan to move closer to my goals with every paycheck.

We are constantly comparing ourselves to others but savvy investors focus on progress against goals. 

How we age has significant implication on how we should live and think about money. 

An understanding of how advisers add value allows self-directed investors to set themselves up for success.

Lessons learned from life and not an investing textbook. 

FIRE devotees focus on frugality, saving lots of money and retiring early – even if that is not your goal there are lessons from their...

I recently set a goal and worked out the required rate of return for my retirement portfolio. The results gave me plenty to think about.