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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 planExamines how to maintain your portfolio’s risk profile in the most cost-effective and tax-efficient mannerOffers 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.
Publisher : Bloomberg Press; 1st edition (August 2, 2010)
Language : English
Hardcover : 240 pages
ISBN-10 : 1576603660
ISBN-13 : 978-1576603666
Item Weight : 14.4 ounces
Dimensions : 5.9 x 1 x 9.1 inches
Customers say
Customers find the book provides helpful information for managing portfolios and estate planning. They describe it as an excellent overview and a must-read for intermediate to advanced investors. The writing style is clear and easy to understand, with concise and definitive opinions on products. Readers appreciate the authors’ discussion of risk tolerance as having three components: need, desire, and willingness to take risks.
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