Wealth Management | Insights
Michael Finke, PhD, CFP®, professor of wealth management and director for the Granum Center for Financial Security, interviews Nobel Laureate in Economic Sciences and Professor of Finance Emeritus at Stanford University William Sharpe, PhD regarding approaching wealth management not from expected portfolio returns but what the client might be able to spend overtime. Sharpe advocates providing clients with the probability of distributions over probability of returns.
March 17, 2020
March 17, 2020
Wealth Management | Insights
Integrating Market Risk and Return into Portfolio Management
March 17, 2020