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Using Goals-Based Investing to Organize Your Investments
Released on Wednesday, April 7, 2021•STRATEGIES
Goals-based investing, a strategy that aligns investors' holdings with their goals, is a revolutionary way to reimagine asset allocation. Investors who employ goals-based investing insulate their lifestyles from the vagaries of the markets. Jack Ablin, chief Investment officer of Cresset Capital, a $12.5 billion wealth management firm, will share the concepts behind goals-based investing to help you organize your investment portfolio around your life.
As chief investment officer, Jack Ablin is the leader of Cresset Capital's investment strategy and provides investment policy and philosophy guidelines to the firm's advisor teams and clients. He joined the organization in 2018 and has three decades of experience in money management. Mr. Ablin was formerly the CIO with BMO Harris Bank. He is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, which was on The Wall Street Journal's 2009 best-seller list. Mr. Ablin is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal, and Barron's. He was named in CityWealth Magazine's Leaders List in 2006, 2010-2020 and was also a finalist in the 2020 Family Wealth Report Awards in the category of "Outstanding Contribution to Wealth Management Thought Leadership".
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