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by Franklin J. Parker
Goals-Based Portfolio Theory
Cover
Title Page
Copyright
Dedication
Foreword
Preface
Acknowledgments
CHAPTER 1: The Story of the Idea
CHAPTER 2: A Theoretical Foundation
CHAPTER 3: Allocating Wealth Across Goals and Across Investments
CHAPTER 4 Allocating Wealth Through Time
CHAPTER 5: Real Markets, Real Risk, Real Portfolios
CHAPTER 6: Insurance Through a Goals‐Based Lens
CHAPTER 7: Impact Investing
CHAPTER 8: Taxes and Rebalancing
CHAPTER 9: Goals‐Based Reporting
CHAPTER 10: Fragility Analysis of Goals‐Based Inputs
CHAPTER 11: Human Risks
CHAPTER 12: Prudent Investing with High‐Variance Assets: An Experimental Chapter
CHAPTER 13: As a Bridge Between Normative and Behavioral Finance
CHAPTER 14: The Future Structure of Wealth Management Firms
Some Final Thoughts
Index
End User License Agreement
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Copyright
Goals‐Based Portfolio Theory
Franklin J. Parker, CFA
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