Talk:Goal-based investing

For COI reasons, I am asking another editor to review the potential addition of a citations for:

(1) Goals-based investors have numerous goals (known as the "goals-space") and capital is allocated across these goals as well as to investments within them.

(2) Mathematical model

(3) To solve the infeasibility problem of the synthesized MPT, as well the problem of allocating "excess wealth," the original probability maximization component of BPT was resurrected and the value-of-goals function was introduced.

Both of these citations are links to my own peer-reviewed work.