An in-depth overview of investing in the real world In Goals-Based
Portfolio Theory, award-winning Chartered Financial Analyst(R)
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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