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.
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