This dissertation explores the personal financial planning risk-assessment process.
Specifically, the study has five main purposes: 1. Explore the associations among …

Do investment portfolios meet the needs and preferences of investors? Can the portfolio
selection process be improved? Traditionally, investor preferences have been identified …

This paper presents a time-continuous portfolio selection model with loss averse investors,
who possess multiple investment goals at different time horizons. The model assumes …

The authors propose an incremental step toward combining the insights of modern portfolio
theory with some of the propensities documented in the literature on behavioral finance …

Este libro no es solo una enumeración de temas, sino que invita a descubrir ya seguir un
camino: la trayectoria que ha recorrido una persona emprendedora-fundadora, hasta …

This study explores the development of the family office as an entrepreneurial process. We
focus on how multigenerational family ownership groups reinvent themselves to manage …

How should advisers and multi-family office (MFO) professionals serving investors and
families be building portfolios and running their businesses? How can they help clients to …

The article presents an optimization model for an approach to financial planning whereby
investment decisions over time follow a (decreasing) glide path. With this strategy, an …

The financial crisis of 2008 cut deeply into the retirement savings of most retirees and those
who are soon to retire. Add to this the clear trends of longer life expectancies and more …

The goal of wealth generation demands a different investing strategy than the goal of wealth
preservation. This article attempts to understand the impact of portfolio diversification on the …