Research

PEER-REVIEWED & PUBLISHED RESEARCH

“Achieving Goals While Making an Impact” Journal of Impact and ESG Investing

“A Goals-Based Theory of Utility” Journal of Behavioral Finance

“Allocation of Wealth Both Within and Across Goals: A Practitioner’s Guide” Journal of Wealth Management

“Quantifying Downside Risk in Goal-Based Portfolios” Journal of Wealth Management

“Knowing What to Worry About: A Goals-Based Application of Fragility Detection Theory” Journal of Wealth Management

“Achieve Your Goals More Often: A Case for Active Allocation” International Federation of Technical Analysts Journal

“The Erosion of Portfolio Loss Tolerance Over Time: Defining, Defending, and Discussing” Journal of Wealth Management

“Portfolio Selection in a Goal-Based Setting” Journal of Wealth Management

“Goal-Based Portfolio Optimization” Journal of Wealth Management

PREPRINTS & UNPUBLISHED RESEARCH