InvestingLifetime Financial Advice: A Personalized Optimal Multilevel ApproachThomas M. Idzorek, Paul D. KaplanTopFreeBooks

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach

Thomas M. Idzorek, Paul D. Kaplan

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach by Thomas M. Idzorek, Paul D. Kaplan (2024) is a book on our Investing shelf. Idzorek and Kaplan propose a three-stage financial planning model that brings life-cycle finance into everyday advice. It suits readers interested in investing, and it is legally free from CFA Institute Research Foundation. Licence: Free to read (© CFA Institute Research Foundation).

Download free from CFA Institute Research Foundation

About this book

Idzorek and Kaplan propose a three-stage financial planning model that brings life-cycle finance into everyday advice. It combines life-cycle modelling with portfolio optimisation.

Why it is free

The licence listed for this title is: Free to read (© CFA Institute Research Foundation). It is published free of charge by CFA Institute Research Foundation, and TopFreeBooks links only to that official source; we do not host the file.

Author
Thomas M. Idzorek, Paul D. Kaplan
Publisher / source
CFA Institute Research Foundation
Year
2024
Format
PDF
Licence
Free to read (© CFA Institute Research Foundation)
Shelf
Investing
Link checked
2026-10-16

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