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- Title
Comparing Risks Among Adaptive Investment Planning Strategies.
- Authors
COSARES, STEVEN
- Abstract
The article presents a simulation model that helps a financial adviser compares adaptive strategies to maintain a vigorous financial plan for a client who has a specific investment goal. Topics mentioned include the approaches to determining the values representing the investment schedule (IS), the different types of IS including glide-path and level scheduling, and the parts of the accumulated investment risk measure.
- Subjects
SIMULATION methods &; models; INVESTMENT advisors; FINANCIAL planning; INVESTMENT policy; INVESTMENT risk
- Publication
Journal of Wealth Management, 2015, Vol 17, Issue 4, p50
- ISSN
1534-7524
- Publication type
Article
- DOI
10.3905/jwm.2015.17.4.050