Larry E. Swedroe, Kevin Grogan, Tiya Lim

eBook, ePUB

Active versus Passive Management (eBook, ePUB)

Beschreibung

The active versus passive debate is a contentious issue. Filled with concrete evidence and comprehensive money management strategies, this chapter from The Only Guide You'll Ever Need for the Right Financial Plan delves into the case for passive investing over active investing. You can do so by investing in passively managed investment vehicles like index funds and passive asset class funds. You are virtually guaranteed to outperform the majority of both professionals and individual investors. Written for savvy investors and advisors, this chapter helps you: * Integrate a passive investing strategy * Maintain your portfolio's risk portfolio in a tax-efficient manner * Determine the difference between the theories of efficient versus inefficient markets * Make cost-effective investment decisions From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim, this chapter helps you integrate diversification, low turnover, and asset allocation into one plan that meets the needs of a unique situation.

Technische Details

• Geräte: eReader
• mit Kopierschutz
• Größe: 0.13MB

Barrierefreiheit

• Text-to-Speech

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

• Verlag: Wiley
• Seitenzahl: 256
• Erscheinungstermin: 21. Dezember 2010
• Englisch
• ISBN-13: 9781118006566
• Artikelnr.: 37357289

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