Flirting with Models cover image

David Berns - How do you build a portfolio for a human being? (S4E16)

Flirting with Models

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Is There a Systematic Approach to Risk Capacity?

In the book, there's a systematic approach to taking someone's goals and balance sheet. The idea is basically to do an asset liability matching for an individual. And based off that, you can see how much will we call discretioary wealth they have.

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