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The Only Guide You'll Ever Need for the Right Financial Plan - Managing Your Wealth, Risk, and Investments (Hardcover) Loot Price: R492
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The Only Guide You'll Ever Need for the Right Financial Plan - Managing Your Wealth, Risk, and Investments (Hardcover)

Larry E. Swedroe, Kevin Grogan, Tiya Lim

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List price R653 Loot Price R492 Discovery Miles 4 920 You Save R161 (25%)

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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.

General

Imprint: Bloomberg Press
Country of origin: United States
Release date: August 2010
First published: 2010
Authors: Larry E. Swedroe • Kevin Grogan • Tiya Lim
Dimensions: 236 x 161 x 22mm (L x W x T)
Format: Hardcover - Cloth over boards / With dust jacket
Pages: 220
ISBN-13: 978-1-57660-366-6
Categories: Books > Business & Economics > Finance & accounting > General
LSN: 1-57660-366-0
Barcode: 9781576603666

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