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portada Goals-Based Portfolio Theory
Type
Physical Book
Author
Publisher
Year
2022
Language
English
Pages
256
Format
Hardcover
Dimensions
23.2x15.4x2.6 cm
Weight
0.44 kg.
ISBN13
9781119906100
Edition No.
1
Categories

Goals-Based Portfolio Theory

Franklin J. Parker (Author) · Wiley · Hardcover

Goals-Based Portfolio Theory - Parker, Franklin J.

New Book Imported to Taiwan
Delivery: 23 Nov - 01 Dec Shipping: 6 to 7 business days.
NT$ 1,286
NT$ 1,286

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Synopsis "Goals-Based Portfolio Theory"

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 likeAn 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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The book is written in English.

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The binding of this edition is Hardcover.

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