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

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9781576603666: The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments

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.

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Book Description:

Larry E. Swedroe, author of the successful Only Guide books, now tackles the issue of building a financial plan to meet the unique needs of each investor. Asset allocation? Investment planning? Risk management? What role does each play in guaranteeing your financial security? All are needed, but each must be part of your overall financial plan.

The Only Guide You'll Ever Need for the Right Financial Plan shows how to develop an investment strategy and then how to make that strategy a part of an overall financial plan. The book helps the reader integrate many investment and financial issues into one plan that meets the needs of a unique situation.

From the Back Cover:

Praise for The Only Guide You’ll Ever Need for the Right Financial Plan

“Larry Swedroe’s work comes as close to being the definitive investment book of our time as any that I can imagine. His greatest gift is his ability to communicate with profound simplicity, bringing clarity to the daunting challenge facing investors who are intent on reaching their financial goals.”
BILL SCHULTHEIS, author of The Coffeehouse Investor

“If you’re looking to sharpen your financial thinking, let Larry Swedroe be your guide. With insights from The Only Guide You’ll Ever Need for the Right Financial Plan, you should be able to raise your financial game—and maybe boost your family’s wealth.”
JONATHAN CLEMENTS, author of The Little Book of Main Street Money

“Just as every successful builder needs a blueprint, so too does every successful investor need a personally tailored investment policy. How much stocks, how much bonds? Foreign versus domestic? When and how to begin Social Security or withdrawing from your IRA? Larry Swedroe plots your financial life from cradle to grave (and even beyond). Don’t invest without it!”
WILLIAM BERNSTEIN, author of The Four Pillars of Investing

“This is a most excellent book! Either as a great educational read or an indispensible reference, The Only Guide You’ll Ever Need for the Right Financial Plan will pay you back many times over the cover price.”
HAROLD EVENSKY, President, Evensky & Katz Wealth Management

“If you have investing experience and want to improve your portfolio, this is the book to read.”
TAYLOR LARIMORE, coauthor of The Bogleheads’ Guide to Investing

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Book Description BLOOMBERG PRESS, United States, 2010. Hardback. Book Condition: New. 1. Auflage. Language: English . Brand New Book. 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. Bookseller Inventory # AAH9781576603666

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Book Description BLOOMBERG PRESS, United States, 2010. Hardback. Book Condition: New. 1. Auflage. Language: English . Brand New Book. 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. Bookseller Inventory # AAH9781576603666

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