Editor’s note: This article originally ran on Jul. 7, 2019. It’s since been updated to reflect new data. "Do you really need another Lego?" I heard a mom say in exasperation near the checkout counter ...
That was my response when I when I first heard the now-ubiquitous term “goals-based investing” several years ago. Isn’t all investing “goals-based”? And if people aren’t investing with goals in mind, ...