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Synopsis

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.

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