Jean L.P. Brunel, CFA, explains goal-based allocation in addition to exploring a sequential approach to setting goals, the skills necessary to identify and quantify assets in each sub-portfolio, and ways to implement goal-based allocation in your practice.
![Bridge over ocean](/-/media/images/hero/rpc-theme-heros/bridge-default.jpg?w=2560&hash=C67CE44B69F875C23628FEF2E3F26808)