Goals-Based Portfolio Theory

Goals-Based Portfolio Theory provides strategies for incorporating taxation and rebalancing into a goals-based portfolio, discusses the major non-financial risks faced by people engaged in private wealth management, predicts the future of wealth management and investment management, and is an indispensable exploration of investing as it actually works in the real world for real people.

Format: Hardback
Length: 256 pages
Publication date: 05 December 2022
Publisher: John Wiley & Sons Inc

In his groundbreaking work, Goals-Based Portfolio Theory, award-winning Chartered Financial Analyst® Franklin J. Parker delves into the intricate world of investing and provides invaluable insights for individuals seeking to navigate the financial jungle and achieve their financial aspirations. Recognizing the realities faced by the typical investor, the book embraces the constraints of specific funding requirements within defined timeframes and limited wealth resources. It then employs strategic approaches to build an investment portfolio that maximizes the likelihood of achieving one's goals while carefully managing the trade-offs between these objectives.

Within the pages of this comprehensive book, readers will discover a wealth of valuable strategies and insights. Parker explores the integration of taxation and rebalancing into a goals-based portfolio, shedding light on the importance of tax efficiency and maintaining a balanced investment approach. He also delves into the major non-financial risks that individuals engaged in private wealth management face, offering valuable precautions and risk management techniques.

Parker's visionary perspective extends to predicting the future of wealth management and investment management, offering insightful predictions about emerging trends and opportunities. Moreover, the book provides an indispensable exploration of investing as it truly operates in the real world, catering to the unique needs and circumstances of real people. Goals-Based Portfolio Theory is a must-have resource for investors and their advisors who are committed to maximizing the chances of meeting financial goals.

By embracing the principles outlined in this book, individuals can develop a comprehensive investment strategy that aligns with their specific goals, risk tolerance, and time horizon. Whether you are a seasoned investor or just starting your financial journey, Goals-Based Portfolio Theory offers valuable guidance and practical tools to help you achieve financial success. So, embark on this transformative journey and unlock the full potential of your investments with the wisdom and expertise of Franklin J. Parker.

Weight: 524g
Dimension: 159 x 236 x 24 (mm)
ISBN-13: 9781119906100