عنوان

The only guide you'll ever need for the right financial plan :

(Number (ISBN

0470878851

(Number (ISBN

1576603660

(Number (ISBN

9780470878859

(Number (ISBN

9781576603666

Number

b704691

Title Proper

The only guide you'll ever need for the right financial plan :

General Material Designation

[Book]

Other Title Information

managing your wealth, risk, and investments /

First Statement of Responsibility

Larry E. Swedroe, Kevin Grogan, and Tiya Lim.

Place of Publication, Distribution, etc.

Hoboken, N.J. :

Name of Publisher, Distributor, etc.

Bloomberg Press,

Date of Publication, Distribution, etc.

©2010.

Specific Material Designation and Extent of Item

xx, 220 pages ;

Dimensions

24 cm

Text of Note

Includes bibliographical references and index.

Text of Note

The uncertainty of investing -- The investment policy statement -- Asset allocation -- Equities -- Fixed income -- Alternative investments -- Liabilities and asset allocation -- Individual securities or mutual funds -- Active versus passive management -- The asset location decision -- The care and maintenance of the portfolio -- College savings plans -- Insurance -- IRAs and retirement/profit sharing plans -- Social security -- Determining a safe withdrawal rate -- Planning beyond your lifetime.

0

Text of Note

"A 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 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 ..."--Jacket.

Parallel Title

Only guide you will ever need for the right financial plan

Finance, Personal.

Investment analysis.

Investments.

Portfolio management.

Risk management.

Finance, Personal.

Investment analysis.

Investments.

Portfolio management.

Risk management.

Number

Edition

Class number

Book number

Swedroe, Larry E.

Grogan, Kevin.

Lim, Tiya.

Date of Transaction

20201207200840.0

Electronic name

[Book]

Y