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GOALS BASED INVESTING News & Analysis

Lessons all investors can learn from the FIRE movement
Personal Finance
Lessons all investors can learn from the FIRE movement
FIRE devotees focus on frugality, saving lots of money and retiring early – even if that is not your goal there are lessons from their...
Mark LaMonica, CFA | 30 May 2024
My eye-opening pension audit
Personal Finance
My eye-opening pension audit
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.
Joseph Taylor | 29 May 2024
Why I don't invest in bonds
Fixed Income
Why I don't invest in bonds
Conventional wisdom dictates that risk is synonymous with volatility. Is this something most investors should worry about and is there a better way...
Mark LaMonica, CFA | 15 May 2024
How to set an investment goal
Personal Finance
How to set an investment goal
Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
Mark LaMonica, CFA | 14 May 2024
How to define an investment strategy
Personal Finance
How to define an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Mark LaMonica, CFA | 05 May 2024
Are you too focused on investing?
Personal Finance
Are you too focused on investing?
Some of the best financial decisions you can make have nothing to do with markets.
Joseph Taylor | 04 May 2024
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 15 April 2024
Aging changes priorities and your approach to life should change as well
Personal Finance
Aging changes priorities and your approach to life should change as well
How we age has significant implication on how we should live and think about money. 
James Gruber | 10 April 2024
A checklist for financial fitness
Personal Finance
A checklist for financial fitness
We are constantly comparing ourselves to others but savvy investors focus on progress against goals. 
Shani Jayamanne | 08 April 2024
4 lessons on developing a financial philosophy
Personal Finance
4 lessons on developing a financial philosophy
Investing is a means to an end and it takes experience and introspection to develop a financial philosophy that matches the life you want—this...
Mark LaMonica, CFA | 04 April 2024