The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments (Bloomberg)
Larry E. Swedroe
ISBN 10: 1576603660 ISBN 13: 9781576603666
Editorial: Bloomberg Press, 2010
Usado
Encuadernación de tapa dura
Librería:
medimops, Berlin, Alemania
Calificación del vendedor: 5 de 5 estrellas
Vendedor de AbeBooks desde 10 de mayo de 2010
Este artículo en concreto ya no está disponible.
Descripción
Descripción:
Befriedigend/Good: Durchschnittlich erhaltenes Buch bzw. Schutzumschlag mit Gebrauchsspuren, aber vollständigen Seiten. / Describes the average WORN book or dust jacket that has all the pages present. N° de ref. del artículo M01576603660-G
Sinopsis:
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.
Acerca de los autores: 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.
"Sobre este título" puede pertenecer a otra edición de este libro.
Detalles bibliográficos
Título: The Only Guide You'll Ever Need for the ...
Editorial: Bloomberg Press
Año de publicación: 2010
Encuadernación: Encuadernación de tapa dura
Condición: good