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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.
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4.0 ★★★★★
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Product Reviews
★★★★★ 5
Minimalist elegant, yet sturdy
Color: Gold-b, Color: Gold-b
I love the clean, minimalist design, it looks modern and elegant in my kitchen. The holder is solid and well-weighted, making it easy to tear paper towels without sliding. I’ve been using this for nearly a year, and it still looks and works like new. Great quality, good value for money.
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Reviewed in the United States on January 21, 2026
★★★★★ 5
Great quality and extra gift
Color: Gold-b, Color: Gold-b
This thing was so easy to put together and really pretty. And they sent a little extra gift with the purchase, which was some very nice dish cloths. Thank you.
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Reviewed in the United States on April 25, 2026
★★★★★ 5
Beautiful & Great Price!
Color: Gold-b, Color: Gold-b
I was looking at a $60 Williams & Sonoma “honeycomb collection” marble paper towel holder with gold bee accents, but decided to save a bunch of money and go with this one.
Glad I did! It’s awesome!!! Easy to put together with the wrench that’s included, it’s packed well - great product for the price and they sent a free gift with it too. Received 3 super soft dish cloths along with the paper town holder. Unexpected surprise and happy with them too!!
Just placed an oder for another one for the other bathroom sink. This will not be in a high use area so I’m not worried about the base getting beat up. I feel like it’s just the right weight. Not as heavy as real marble, but heavy enough to hold the towels securely. The gold is a pretty shade.
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Reviewed in the United States on August 16, 2025
★★★★★ 5
perfect!!!
Color: Gold-b
great quality love look of it just what i was looking for looks great in space where i am using it
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Reviewed in the United States on May 5, 2026
★★★★★ 5
Heavy marble base and solid rod holder.
Color: White-aa, Color: White-aa
After researching the many different marble base towel holders, which is what I wanted to match my marble decor, I finally settled on this which arrived today, packed very nicely in a Styrofoam tight box to protect the marble and came with it as you can see a gift of some very soft Microfiber dish cloths, which work very well at removing smudge marks on kitchen appliances. It took me 30 seconds to join the base to the rod. It came with a little tool to tighten the base however it really wasn’t necessary. I then covered the hole under the base with a piece of One-sided circular sticky, felt, which covered the hole very nicely. I have tried it, and it does do as it says, and the marble base is heavy enough where it holds the roll of paper towels so that with a couple of tugs, I can get one of the perforated sections out. Does take more than one tug as some people showed but two tugs or three light ones really doesn’t matter it gets the job done and in a far lower price than any of the others, in fact, some of the recommended others were 2 1/2 times more expensive and the reviews were not good at all. It pays to take the time to go through people’s reviews like mine and that’s why I believe in completing the reviews whenever I can time permitting. I’m giving this a five star and I think that you will too. I was lucky based on some of the other marble bases that were shown for this product that I got a significant amount of gray marbling matter because some of them had very little it’s just the way the marble runs and you take your chance, but I was lucky.
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Reviewed in the United States on October 2, 2025