Overview
An accessible guide that outlines the key elements of aneffective financial plan
From Larry Swedroe, the author of the bestselling series of "TheOnly Guide" investment books, with Kevin Grogan and Tiya Lim comesa step-by-step handbook that shows you how to develop a winningpersonal investment strategy and reveals what it takes to make thatstrategy part of your overall financial plan. The Only GuideYou'll Ever Need for the Right Financial Plan focuses on the"art" of investing and gives you the information you need to createa strategy that is tailor-made for your particular situation.
Designed for savvy investors and professional advisors, thisbook offers the vital information needed for developing andimplementing an overall strategic financial plan. In this essentialresource, Swedroe outlines the basics in asset allocation and otherinvestment planning concepts.
- Addresses how you can design an investment policy statement andan individual asset allocation plan
- Examines how to maintain your portfolio's risk profile in themost cost-effective and tax-efficient manner
- Offers insights on integrating risk management and estateplanning issues into your plan
The Only Guide You'll Ever Need for the Right FinancialPlan offers a handy tool to help you make more informed andprudent decisions that will go a long way to ensure a securefinancial future.
While major retailers like Amazon may carry The Only Guide You'll Ever Need for the Right Financial Plan (Managing Your Wealth, Risk, and Investments), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.
We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.
Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of The Only Guide You'll Ever Need for the Right Financial Plan (Managing Your Wealth, Risk, and Investments).