Eton Advisors

Eton Advisors

A new standard of wealth management for prosperous families.

  • Home
  • About Eton
    • Investment Philosophy
    • Wealth Structuring & Family Office Services
    • The Eton Experience
    • The Eton Team
  • Contact Us
  • Podcast
  • News
    • Updates
    • Newsletter
  • Client Login
Home » Archives for Russell Weller

Building on the Goals-Based Framework

On Feb 8, 2021 In Goals-based Investing, Podcast

The goals-based investing framework is designed to maximize the probability of achieving our goals. This is a different objective than “maximizing our portfolio return” or “minimizing portfolio risk” and requires that we explicitly define, quantify, and prioritize our goals for all years in our investment time horizon. Once our goals are organized by priority and

Read More

Examining Future Market Scenarios

On Jan 4, 2021 In Podcast

As we look forward into 2020 and beyond, we thankfully see the beginning of widespread distribution of a vaccine against COVID-19 and the peaceful transfer of political power after a very contentious election. Yet the prospects for global economic growth are still uncertain and highly dependent upon both the speed at which the pandemic is

Read More

Understanding Market Narratives

On Dec 21, 2020 In Podcast

The year 2020 has been tumultuous in many different aspects of daily life, including in financial markets which sold off precipitously in the spring only to recover even more robustly over the months which followed. One way to help make sense out of the investment world in 2020 is by examining the various market narratives which dominated

Read More

The discipline of goals-based investing

On Nov 2, 2020 In Podcast

We often describe goals-based investing as a framework, an approach, or a methodology. A more complete and robust characterization would be to view goals-based investing as a discipline. Though infrequently used in investment conversation, the term discipline implies more than a single process or mathematical methodology. A discipline can be viewed as a means to

Read More

Does Risk Always Produce Reward?

On Oct 2, 2020 In Podcast

The notion that more risk equals more reward is a truism of investing and modern portfolio management. So why wouldn’t a rational investor seek out the greatest amount of risk when selecting investments for her portfolio? And how might we go about setting a portfolio “risk budget” that is appropriate for achieving our specific financial

Read More

  • 1
  • 2
  • 3
  • …
  • 5
  • Next Page »

Categories

  • Goals-based Investing
  • Economic Outlook

Our Updates

Click on the above categories to filter the content. ‘Goals-based Investing’ gives some background on our philosophy.

About Us

Eton Advisors is an independently managed investment advisory firm serving affluent families across North America.

Eton utilizes as goals-based framework to provide a full suite of integrated advice designed to fulfil the family’s needs, priorities, and aspirations in a multi-generational context.

Learn More

Address

Eton Advisors Group, LLC
5915 Farrington Road, Suite 202
Chapel Hill, NC 27517

P: (919) 442.1550
F: (919) 442.1530

Newsletter

Subscribe to our newsletter and stay up to date with the latest news & information!
This field is for validation purposes and should be left unchanged.

© Copyright 2023 by Eton Advisors. All Rights Reserved.

Form CRS • Privacy Policy • Terms of Service • Legal Information

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in settings.

Eton Advisors
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.