Goals-based Portfolio Theory Av Franklin J. Parker

<p><b>An in-depth overview of investing in the real world </b><p>In <i>Goals-Based Portfolio Theory</i>, 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. <p>In the book, you¿ll find: <ul><li>Strategies for incorporating taxation and rebalancing into a goals-based portfolio</li><li>A discussion of the major non-financial risks faced by people engaged in private wealth management</li><li>An incisive prediction of what the future of wealth management and investm

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