Goals-Based Portfolio Theory

Goals-Based Portfolio Theory
Author: Franklin J. Parker
Publisher: John Wiley & Sons
Total Pages: 262
Release: 2022-11-29
Genre: Business & Economics
ISBN: 1119906121

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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.


Goals-Based Portfolio Theory
Language: en
Pages: 262
Authors: Franklin J. Parker
Categories: Business & Economics
Type: BOOK - Published: 2022-11-29 - Publisher: John Wiley & Sons

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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
Goal-based Investing: Theory And Practice
Language: en
Pages: 324
Authors: Romain Deguest
Categories: Business & Economics
Type: BOOK - Published: 2021-07-13 - Publisher: World Scientific

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Goal-based investing is a new paradigm that is expected to have a profound and long-lasting impact on the wealth management industry. This book presents the con
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Language: en
Pages: 272
Authors: Jean L. P. Brunel
Categories: Business & Economics
Type: BOOK - Published: 2015-02-20 - Publisher: John Wiley & Sons

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Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes b
Goals-Based Portfolio Theory
Language: en
Pages: 262
Authors: Franklin J. Parker
Categories: Business & Economics
Type: BOOK - Published: 2022-12-08 - Publisher: John Wiley & Sons

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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
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Language: en
Pages: 240
Authors: Tony Davidow
Categories: Business & Economics
Type: BOOK - Published: 2021-10-26 - Publisher: McGraw-Hill Education

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Get up to speed on the latest investing strategies, techniques, and products—and raise your game to a whole new level The financial services industry has unde