ETF Specialist

Conquer Financial Goals With Goals-Based Investing

Adam McCullough, CFA

A version of this article was published in the January 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website.

Investing anything--time, effort, or money--sacrifices short-term reward for a long-term payoff. Sometimes investors lose sight as to why they’re investing. Goals-based investing offers a useful structure to map out concrete investment goals, prioritize them, build portfolio to meet them, measure progress against them, and make adjustments (if necessary) to stay on track.

Adam McCullough, CFA does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.