عنوان

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

شابک

0470878851

شابک

1576603660

شابک

9780470878859

شابک

9781576603666

شماره

b704691

عنوان اصلي

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

نام عام مواد

[Book]

ساير اطلاعات عنواني

managing your wealth, risk, and investments /

نام نخستين پديدآور

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

محل نشرو پخش و غیره

Hoboken, N.J. :

نام ناشر، پخش کننده و غيره

Bloomberg Press,

تاریخ نشرو بخش و غیره

©2010.

نام خاص و کميت اثر

xx, 220 pages ;

ابعاد

24 cm

متن يادداشت

Includes bibliographical references and index.

متن يادداشت

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.

بدون عنوان

0

متن يادداشت

"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.

عنوان اصلي به زبان ديگر

Only guide you will ever need for the right financial plan

موضوع مستند نشده

Finance, Personal.

موضوع مستند نشده

Investment analysis.

موضوع مستند نشده

Investments.

موضوع مستند نشده

Portfolio management.

موضوع مستند نشده

Risk management.

موضوع مستند نشده

Finance, Personal.

موضوع مستند نشده

Investment analysis.

موضوع مستند نشده

Investments.

موضوع مستند نشده

Portfolio management.

موضوع مستند نشده

Risk management.

شماره

ويراست

شماره رده

نشانه اثر

مستند نام اشخاص تاييد نشده

Swedroe, Larry E.

مستند نام اشخاص تاييد نشده

Grogan, Kevin.

مستند نام اشخاص تاييد نشده

Lim, Tiya.

تاريخ عمليات

20201207200840.0

نام الکترونيکي

نوع ماده

[Book]

تكميل شده

Y