Picture 1 of 1
Franklin J. Parker Goals-Based Portfolio Theory (Hardback)
Another great item from Rarewaves USA | Free delivery!
Condition:
Postage:
Located in: 60502, United States
Delivery:
Varies
Returns:
Coverage:
Read item description or contact seller for details. See all detailsSee all details on coverage
(Not eligible for eBay purchase protection programmes)
Shop with confidence
Seller information
- 97.7% positive feedback
Registered as a Business Seller
Seller assumes all responsibility for this listing.
eBay item number:235554726338
Item specifics
- Condition
- Brand New: A new, unread, unused book in perfect condition with no missing or damaged pages. See all condition definitionsopens in a new window or tab
- Book Title
- Goals-Based Portfolio Theory
- Publication Name
- Goals-Based Portfolio Theory
- Title
- Goals-Based Portfolio Theory
- Format
- Hardcover
- EAN
- 9781119906100
- ISBN
- 9781119906100
- Publisher
- Wiley & Sons, Incorporated, John
- Genre
- Business & Economics
- Release Date
- 05/12/2022
- Release Year
- 2022
- Language
- English
- Country/Region of Manufacture
- US
- Item Height
- 1.1in
- Item Length
- 9.1in
- Item Width
- 6.3in
- Item Weight
- 16 Oz
- Publication Year
- 2022
- Topic
- Finance / Wealth Management
- Number of Pages
- 256 Pages
About this product
Product Information
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.
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1119906105
ISBN-13
9781119906100
eBay Product ID (ePID)
21057256859
Product Key Features
Book Title
Goals-Based Portfolio Theory
Format
Hardcover
Language
English
Topic
Finance / Wealth Management
Publication Year
2022
Genre
Business & Economics
Number of Pages
256 Pages
Dimensions
Item Length
9.1in
Item Height
1.1in
Item Width
6.3in
Item Weight
16 Oz
Additional Product Features
Lc Classification Number
Hg4529.5.P365 2023
Table of Content
Foreword by Jean LP Brunel , CFA ix Preface: Goals-Based Investors and the Need for Better Theory xv Acknowledgments xxvii Chapter 1 The Story of the Idea: How Goals- Based Portfolio Theory Came to Be 1 Chapter 2 A Theoretical Foundation 11 Chapter 3 Allocating Wealth Across Goals and Across Investments 31 Chapter 4 Allocating Wealth Through Time 45 Chapter 5 Real Markets, Real Risk, Real Portfolios 65 Chapter 6 Insurance Through a Goals- Based Lens 85 Chapter 7 Impact Investing 97 Chapter 8 Taxes and Rebalancing 109 Chapter 9 Goals- Based Reporting 125 Chapter 10 Fragility Analysis of Goals- Based Inputs 137 Chapter 11 Human Risks 147 Chapter 12 Prudent Investing with High- Variance Assets: An Experimental Chapter 161 Chapter 13 As a Bridge Between Normative and Behavioral Finance 173 Chapter 14 The Future Structure of Wealth Management Firms 199 Some Final Thoughts 209 Index 219
Copyright Date
2023
Lccn
2022-017468
Dewey Decimal
332.6
Intended Audience
Trade
Dewey Edition
23
Item description from the seller
Seller assumes all responsibility for this listing.
eBay item number:235554726338
Postage and handling
Item does not ship to United States
Item location:
60502, United States
Post to:
Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua and Barbuda, Argentina, Armenia, Aruba, Azerbaijan Republic, Bahamas, Bahrain, Bangladesh, Belgium, Belize, Benin, Bermuda, Bolivia, Bosnia and Herzegovina, Botswana, British Virgin Islands, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Cape Verde Islands, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Cook Islands, Costa Rica, Cyprus, Czech Republic, Côte d'Ivoire (Ivory Coast), Democratic Republic of the Congo, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Ethiopia, Falkland Islands (Islas Malvinas), Fiji, Finland, Gabon Republic, Gambia, Georgia, Ghana, Gibraltar, Greece, Greenland, Grenada, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Iraq, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Latvia, Lebanon, Lesotho, Liberia, Liechtenstein, Lithuania, Luxembourg, Macau, Macedonia, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Mauritania, Mauritius, Mayotte, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Namibia, Nauru, Nepal, Netherlands Antilles, New Zealand, Nicaragua, Niger, Nigeria, Niue, Norway, Oman, Pakistan, Palau, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Republic of Croatia, Republic of the Congo, Romania, Rwanda, Saint Helena, Saint Kitts-Nevis, Saint Lucia, Saint Pierre and Miquelon, Saint Vincent and the Grenadines, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Sri Lanka, Suriname, Svalbard and Jan Mayen, Swaziland, Sweden, Taiwan, Tajikistan, Tanzania, Thailand, Togo, Tonga, Trinidad and Tobago, Tunisia, Turkey, Turkmenistan, Turks and Caicos Islands, Tuvalu, Uganda, United Arab Emirates, Uruguay, Uzbekistan, Vanuatu, Vatican City State, Vietnam, Virgin Islands (U.S.), Wallis and Futuna, Western Sahara, Western Samoa, Worldwide, Zambia, Zimbabwe
Excludes:
Afghanistan, Australia, Austria, Barbados, Belarus, Bhutan, Brazil, Brunei Darussalam, France, French Guiana, French Polynesia, Germany, Guadeloupe, Ireland, Israel, Italy, Laos, Libya, Martinique, Mexico, Netherlands, New Caledonia, Reunion, Russian Federation, Spain, Switzerland, Ukraine, United Kingdom, United States, Venezuela, Yemen
| Handling time |
|---|
| Will usually post within 3 business days of receiving cleared payment. |
| Taxes |
|---|
| Taxes may be applicable at checkout. Learn moreLearn more about paying tax on eBay purchases. |
Sales Tax for an item #235554726338
Sales Tax for an item #235554726338
Seller collects sales tax for items shipped to the following states:
| State | Sales Tax Rate |
|---|
Return policy
| After receiving the item, contact seller within |
|---|
| 30 days after the buyer receives it |
The buyer is responsible for return postage costs.
Seller feedback (63,017)
i***p (1355)- Feedback left by buyer.
Past month
Verified purchase
Tx
_***r (78)- Feedback left by buyer.
Past month
Verified purchase
Good listing and seller
c***i (806)- Feedback left by buyer.
Past month
Verified purchase
Excellent! Many thanks!