Larry E. Swedroe, Kevin Grogan, Tiya Lim

Gebundenes Buch

Financial Plan (Bloomberg)

Beschreibung

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.

Autor

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 $2 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 $9 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.

Produktdetails

• Bloomberg .
• Verlag: Wiley & Sons
• Artikelnr. des Verlages: 1W576603660
• 1. Auflage
• Seitenzahl: 240
• Erscheinungstermin: 2. August 2010
• Englisch
• Abmessung: 235mm x 157mm x 18mm
• Gewicht: 509g
• ISBN-13: 9781576603666
• ISBN-10: 1576603660
• Artikelnr.: 27019044

Rezensionen

"Larry Swedroes work comes as close to being the definitive investment book of our time as any that I can imagine. His greatest gift is his ability to communicate with profound simplicity, bringing clarity to the daunting challenge facing investors who are intent on reaching their financial goals."
--Bill Schultheis, author of The Coffeehouse Investor

"If you're looking to sharpen your financial thinking, let Larry Swedroe be your guide. With insights from The Only Guide You'll Ever Need for the Right Financial Plan, you should be able to raise your financial game--and maybe boost your family's wealth."
--Jonathan Clements, author of The Little Book of Main Street Money

"Just as every successful builder needs

a blueprint, so too does every successful investor need a personally tailored investment policy. How much stocks, how much bonds? Foreign versus domestic? When and how to begin Social Security or withdrawing from your IRA? Larry Swedroe plots your financial life from cradle to grave (and even beyond). Don't invest without it!"
--William Bernstein, author of The Four Pillars of Investing

"This is a most excellent book! Either as a great educational read or an indispensible reference, The Only Guide You'll Ever Need for the Right Financial Plan will pay you back many times over the cover price."
--Harold Evensky, President, Evensky & Katz

"If you have investing experience, and want to improve your portfolio, this is the book to read."
--Taylor Larimore, coauthor of The Bogleheads' Guide to Investing