Overview
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.
This book title, Goals-Based Portfolio Theory, ISBN: 9781119906100, by Franklin J. Parker, published by Wiley (December 8, 2022) is available in hardcover. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.
Unlike Amazon and other retailers who may also offer Goals-Based Portfolio Theory books on their website, we specialize in large quantities and provide personal service, from trusted, experienced, friendly people in Portland, Oregon. We offer a Price Match Guarantee, and QuickQuote form, to make purchasing quick and easy.
Prefer to work with a human being when you order Goals-Based Portfolio Theory books in bulk? Our Book Specialists are standing by Monday-Friday 8-5 PST, ready to help!