Building Tomorrow’s Advisor

“I started looking into glide paths, and the thing that became very clear was they were not explaining how they were building them. It was as though my 3-year-old had taken a bunch of colored crayons and just gone from upper left to lower right.” That moment helped shape how Martin Tarlie thinks about goals-based investing.

On the latest Charterholder Chatter podcast from CFA Society Dallas/Fort Worth with Franklin J. Parker, CFA Directional Advisors Martin shares the thinking behind Nebo, and why the real risk investors face isn’t volatility, but not having the money they need when they need it.

🎧 Episode 65: Building Tomorrow’s Advisor with Martin Tarlie

https://lnkd.in/euNsSd5z

#goalsbasedinvesting #wealthbenchmark #portfolioconstruction