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    The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments
    Unavailable
    The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments
    Unavailable
    The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments
    Ebook359 pages4 hours

    The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments

    By Larry E. Swedroe, Kevin Grogan and Tiya Lim

    2.5/5

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    About this ebook

    An accessible guide that outlines the key elements of an effective financial plan

    From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation.

    Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts.

    • Addresses how you can design an investment policy statement and an individual asset allocation plan
    • Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner
    • Offers insights on integrating risk management and estate planning issues into your plan

    The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.

    LanguageEnglish
    PublisherWiley
    Release dateJul 2, 2010
    ISBN9780470929711
    Author

    Larry E. Swedroe

    Larry E. Swedroe is the chief research officer for Buckingham Strategic Wealth and Buckingham Strategic Partners. Larry holds an MBA in finance and investments from New York University and a bachelor’s degree in finance from Baruch College. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, The Only Guide to a Winning Investment Strategy You’ll Ever Need. He has since authored nine more books and co-authored seven books on investing and financial planning. His books have been published in seven languages. Larry is a prolific writer and contributes regularly to EvidenceInvestor.com, AdvisorPerspectives.com, and AlphaArchitect.com.

    Read more from Larry E. Swedroe

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    • 2/5
      this is the worth to read,,,,we can make future planning..