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

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LARRY E. SWEDROE is Principal and Director of Research forThe Buckingham Family of Financial Services, which includesBuckingham Asset Management and BAM Advisor Services. BuckinghamAsset Management manages more than $2 billion in assets forindividuals, businesses, trusts, not-for-profits, and retirementplans. BAM Advisor Services provides turnkey asset managementservices for more than 120 registered investment advisor firms andmanages or administers more than $9 billion in assets. Swedroe hasheld executive level positions at Prudential Home Mortgage,Citicorp, and CBS. He frequently speaks at financial conferencesthroughout the year and writes the blog “WiseInvesting” for CBS MoneyWatch.com.

KEVIN GROGAN is an Investment Advisor Associate for TheBuckingham Family of Financial Services.

TIYA LIM is an Investment Strategy Manager for TheBuckingham Family of Financial Services.

LARRY E. SWEDROE is Principal and Director of Research for The Buckingham Family of Financial Services, which includes Buckingham Asset Management and BAM Advisor Services. Buckingham Asset Management manages more than $2 billion in assets for individuals, businesses, trusts, not-for-profits, and retirement plans. BAM Advisor Services provides turnkey asset management services for more than 120 registered investment advisor firms and manages or administers more than $9 billion in assets. Swedroe has held executive level positions at Prudential Home Mortgage, Citicorp, and CBS. He frequently speaks at financial conferences throughout the year and writes the blog "Wise Investing" for CBS MoneyWatch.com.

KEVIN GROGAN is an Investment Advisor Associate for The Buckingham Family of Financial Services.

TIYA LIM is an Investment Strategy Manager for The Buckingham Family of Financial Services.

De la contraportada

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.

De la solapa interior

Asset allocation? Investment planning? Risk management? What roledoes each play in your financial security? All these elements arecritical, but how do they work together to create your overallfinancial plan?

From Larry Swedroe—the author of the bestselling series of“The Only Guide” investment books—with KevinGrogan and Tiya Lim comes a step-by-step handbook that shows youhow to develop a winning personal investment strategy and revealswhat it takes to make that strategy part of your overall financialplan. The Only Guide You’ll Ever Need for the RightFinancial Plan focuses on the “art” of investingand gives you the information you need to create a strategy that istailor-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 and helps you:

• Design an investment policy statement and an individual assetallocation plan

• Locate assets in the most tax-efficient manner

• Maintain your portfolio’s risk profile in the mostcost-effective and tax-efficient manner

• Integrate risk management and estate planning issues into theplan

• And much more

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.