The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments (Bloomberg) - Hardcover

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.

The Only Guide You'll Ever Need for the Right Financial Plan:

Managing Your Wealth, Risk, and Investments

Asset allocation? Investment planning? Risk management? What role does each play in your financial security? All these elements are critical, but how do they work together to create your overall 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 essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts and helps you:

• Design an investment policy statement and an individual asset allocation plan
• Locate assets in the most tax-efficient manner
• Maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner
• Integrate risk management and estate planning issues into the plan
• And much more

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.