The Only Guide You'll Ever Need for the Right Financial Plan - Managing
Your Wealth, Risk, and Investments
Book 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.
LARRY E. SWEDROE is Principal and Director of
Research for The Buckingham Family of Financial Services, which
includes Buckingham Asset Management and BAM Advisor Services.
Buckingham Asset Management manages more than billion in assets for
individuals, businesses, trusts, not-for-profits, and retirement
plans. BAM Advisor Services provides turnkey asset management services
for more than 120 registered investment advisor firms and manages or
administers more than billion in assets. Swedroe has held executive
level positions at Prudential Home Mortgage, Citicorp, and CBS. He
frequently speaks at financial conferences throughout the year and
writes the blog “Wise Investing” for CBS MoneyWatch. com.
KEVIN GROGAN is an Investment Advisor Associate for The
Buckingham Family of Financial Services.
TIYA LIM is an Investment Strategy Manager for The Buckingham
Family of Financial Services.
