{"product_id":"goals-based-portfolio-theory","title":"Goals-Based Portfolio Theory","description":"\u003cp\u003e\u003cb\u003eAn in-depth overview of investing in the real world \u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eIn \u003ci\u003eGoals-Based Portfolio Theory\u003c\/i\u003e, 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. \u003c\/p\u003e\u003cp\u003eIn the book, you’ll find: \u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eStrategies for incorporating taxation and rebalancing into a goals-based portfolio\u003c\/li\u003e\n\u003cli\u003eA discussion of the major non-financial risks faced by people engaged in private wealth management\u003c\/li\u003e\n\u003cli\u003eAn incisive prediction of what the future of wealth management and investment management may look like\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eAn indispensable exploration of investing as it actually works in the real world for real people, \u003ci\u003eGoals-Based Portfolio Theory\u003c\/i\u003e belongs in the library of all investors and their advisors who want to maximize the chances of meeting financial goals.\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":54220696093016,"sku":"9781119906100","price":46.99,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0278\/1295\/4195\/files\/9781119906100_fac0135d-614a-4e08-8a53-f2a6767dcc85.jpg?v=1770104719","url":"https:\/\/agendabookshop.com\/products\/goals-based-portfolio-theory","provider":"Agenda Bookshop","version":"1.0","type":"link"}