The Only Guide You'll Ever Need for the Right Financial Plan - Hardcover

Swedroe, Larry E.

Hardcover

ISBN 10: 1576603660 ISBN 13: 9781576603666

Publisher: Bloomberg Press, 2010

Synopsis

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.

About this title

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:

The Only Guide You'll Ever Need for the Right Financial Plan:

Managing Your Wealth, Risk, and Investments

Asset allocation? Investment planning? Risk management? What role does each play in your financial security? All these elements are critical, but how do they work together to create your overall 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 and helps you:

• Design an investment policy statement and an individual asset allocation plan
• Locate assets in the most tax-efficient manner
• Maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner
• Integrate risk management and estate planning issues into the plan
• And much more

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.

About this edition

• Publisher: Bloomberg Press
• Publication date: 2010
• ISBN 10: 1576603660
• ISBN 13: 9781576603666
• Binding: Hardcover
• Edition number: 1
• Number of pages: 240