Shipping Estimate
USA
- USA
- CAN
- USA
- CAN
Ships within 48 hours · Estimated delivery Jul 9 - Jul 14
Promo Codes Available:
For Your Every Summer RSVP, with Code: SUMMER15
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.
Shipping Notes
- Free Standard Shipping on $100+ Orders to the USA.
- Except Preorder products are shipped in 48 hours.
- Delivery to the USA:
- Standard Shipping : 3-10 business days
- If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
- We offer a 30-day return/exchange service after receiving.
- Final sale items are not eligible for returns or exchanges.
- To process your return/exchange, please contact us at [email protected]
- Please click here for more details>>> Return & Exchange Policy
4.8 ★★★★★
Based on 2199 reviews
Sort
Product Reviews
★★★★★ 5
All around helpful---worth the money!
Format: Paperback
This guide has been most helpful for all the folks I help prepare for the iTEP test! It gives insight into what each section of the test is looking for along with examples and great tips about actually TAKING the test. In the Writing and Speaking sections, it also gives sample scores and comments from the Master Grader which is very helpful too.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on August 9, 2019
★★★★★ 5
Comprehensive, clear and coherent!
Format: Paperback
The iTEP Practice Guide combines a no-nonsense approach to the specific iTEP tests and at the same time offers exercises that task the student with what they need to know. Exercises not only serve the purpose of scoring well, but the overall approach is communicative competence. We use the text in our group and one-to-one classes with very positive--and lasting--results.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on July 23, 2019
★★★★★ 1
No recomiendo
Format: Paperback
Muy malo, no vine completo, además se demoró mucho más de lo que decía al momento de comprarlo. Solo aplazaban la fecha de entrega sin consultar cómo afectaba al cliente. Yo tuve que presentar el examen sin el libro, porque no llegó en la fecha que decía al comprarlo y después se cambió 3 veces la fecha, casi cumpliendo el mes.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 30, 2025
★★★★★ 5
Great Book
Format: Hardcover
Great book
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on July 2, 2025
★★★★★ 5
Great read. Tons of info.
Format: Hardcover
We really like this book. A great background and detailed info on this topic. Really like the real-world examples and application. Pretty exhaustive, as far as that is possible given the topic. Also, quite easy to read, although I confess that if from an engineer's perspective.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on July 1, 2021
recommand products
Heart - Dreamboat Annie (40th Anniversary)
27.99
Living Outdoorsy 8' Complete Outdoor Kitchen Island — True Flame TFE32 Grill Package | Warm Sand Stucco & Travertine Tile Countertop
3600.00
DISHIN® Hat (Pink)
45.00
Diode Dynamics Add-on DT 2-Pin Foglight Wiring Harness
63.96
Wings - WINGS GREATEST
49.00