GOALS BASED INVESTING News & Analysis

A framework to understand what you want from life and therefore your finances.

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

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

New research from our Behavioural Insights team suggests that many investors should clarify what drives their investment decisions.

Turns out that we all want very similar things from life. We look at the salary needed to achieve the most common financial goals.

I walk a potential watchlist candidate through some of my investing criteria.

Lessons learned from life and not an investing textbook. 

Yes - and it's crucial to properly defining your goals.

The ambiguous and wide ranging definitions of what it is to be rich shows the importance of setting goals.

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...