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Auteur: Larry E. Swedroe Kevin Grogan and Tiya Lim Edition : Bloomberg Press pages:244
Format :pdf
language :English
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
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