Goals-Based Portfolio Theory

Goals-Based Portfolio TheoryUnlock the secrets of successful investing with the groundbreaking book, **Goals Based Portfolio Theory** by award winning Chartered Financial Analyst Franklin J. Parker. This essential guide provides an in depth overview of effective investment strategies tailored to meet your specific financial goals. Designed for real world investors, this book recognizes that typical investors operate within defined funding requirements, limited capital, and

Unlock the secrets of successful investing with the groundbreaking book, **Goals-Based Portfolio Theory** by award-winning Chartered Financial Analyst® Franklin J. Parker. This essential guide provides an in-depth overview of effective investment strategies tailored to meet your specific financial goals. Designed for real-world investors, this book recognizes that typical investors operate within defined funding requirements, limited capital, and varying time frames. It empowers you to build a customized investment portfolio aimed at maximizing your potential to reach your financial aspirations.

Within its pages, discover innovative strategies for:
- Integrating taxation and rebalancing into your goals-based portfolio.
- Navigating the critical non-financial risks associated with private wealth management.
- Gaining foresight into the evolving landscape of wealth and investment management.

**Goals-Based Portfolio Theory** authored by Franklin J. Parker is a must-have resource for both investors and financial advisors striving to align their investment strategies with individual financial objectives. Whether you're a seasoned investor or just starting out, this book equips you with the tools and insights needed to navigate the financial landscape with confidence.

Condition: BRAND NEW
ISBN: 9781119906100
Year: 2023
Publisher: John Wiley & Sons Inc (US)

Shipping for this item is free. Please allow up to 6 weeks for delivery. Once your order is placed, it cannot be cancelled.

Note: Shipping for this item is free. Please allow up to 6 weeks for delivery. Once your order is placed, it cannot be cancelled.

Condition: BRAND NEW
ISBN: 9781119906100
Year: 2023
Publisher: John Wiley & Sons Inc (US)


Description:


An in-depth overview of investing in the real world

In Goals-Based Portfolio Theory, award-winning Chartered Financial Analyst® Franklin J. Parker delivers an insightful and eye-opening discussion of how real people can navigate the financial jungle and achieve their financial goals. The book accepts the reality that the typical investor has specific funding requirements within specified periods of time and a limited amount of wealth to dedicate to those objectives. It then works within those limits to show you how to build an investment portfolio that maximizes the possibility you™ll achieve your goals, as well as how to manage the tradeoffs between your goals.

In the book, you™ll find:
Strategies for incorporating taxation and rebalancing into a goals-based portfolio

A discussion of the major non-financial risks faced by people engaged in private wealth management

An incisive prediction of what the future of wealth management and investment management may look like


An indispensable exploration of investing as it actually works in the real world for real people, Goals-Based Portfolio Theory belongs in the library of all investors and their advisors who want to maximize the chances of meeting financial goals.