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Description
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.
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4.0 ★★★★★
Based on 5 reviews
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Product Reviews
★★★★★ 4
Cute Omegaverse story
Format: Kindle
3.75 stars and 2 for spice. Adorable Omegaverse story about a wedding planner who has to go to a small town to plan a wedding for a movie star. While there, she meets her pack. This covers her struggles of not living there but trying to keep her relationship going with her 3 Alphas.
It's a quick read and cute, so I recommend it for people who like light-hearted RH stories.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 31, 2025
★★★★★ 3
real good
Format: Kindle
This was a solid read for the ABO universe. The characters are great. The smut scenes were well written. And the town is so cute I want to go there. It didn’t have much character development it just felt like I was getting to the characters as they were getting to know each other.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 27, 2025
★★★★★ 5
So sweet
Format: Kindle
It’s so unexpectedly sweet that it sneaks up on you. Each character is so unique and charming. I love the openness and honesty among their pack. It really blows me away how wonderful this omegaverse trope plays out.
I received a free copy of this book and am voluntarily leaving a review.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on March 21, 2026
★★★★★ 2
Needs editing
Format: Kindle
Cute storyline and promising characters, but the lack of editing is painful to read. I would love to read an edited version.
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Reviewed in the United States on April 10, 2025
★★★★★ 5
A good read
Format: Kindle
A good read, just fluffy cuteness, no antagonism. I like all the characters. It could have used another round of editing however, glanfds being one error that cracked me up, and my personal pet peeve was that the author kept using the word fill instead of feel, which I promise you are not interchangeable haha, but it's definitely better than the majority of books I read on here mistake-wise.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on November 28, 2024
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