Business & Economics Books:

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

Managing Your Wealth, Risk, and Investments
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Hardback
$55.99
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Description

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.

Author Biography:

LARRY E. SWEDROE is Principal and Director of Research forThe Buckingham Family of Financial Services, which includesBuckingham Asset Management and BAM Advisor Services. BuckinghamAsset Management manages more than $2 billion in assets forindividuals, businesses, trusts, not-for-profits, and retirementplans. BAM Advisor Services provides turnkey asset managementservices for more than 120 registered investment advisor firms andmanages or administers more than $9 billion in assets. Swedroe hasheld executive level positions at Prudential Home Mortgage,Citicorp, and CBS. He frequently speaks at financial conferencesthroughout the year and writes the blog WiseInvesting for CBS MoneyWatch.com. KEVIN GROGAN is an Investment Advisor Associate for TheBuckingham Family of Financial Services. TIYA LIM is an Investment Strategy Manager for TheBuckingham Family of Financial Services.
Release date Australia
August 13th, 2010
Audience
  • General (US: Trade)
Pages
240
Dimensions
150x231x25
ISBN-13
9781576603666
Product ID
4277415

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