Swedroe L., Grogan K., Lim T. The only guide you’ll ever need for the right financial plan: managing your wealth, risk, and investments

Wiley, 2010. – 243 p. – ISBN: 9781576603666An accessible 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 essential 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.Investment Policy in an Uncertain World.
The Uncertainty of Investing.
The Investment Policy Statement.
Asset Allocation.
Asset Allocation.
Equities.
Fixed Income.
Alternative Investments.
Liabilities and Asset Allocation.
Implemetning The Plan.
Individual Securities or Mutual Funds.
Active versus Passive Management.
The Asset Location Decision.
The Care and Maintenance of a Portfolio.
The Investment Plan and Financial Security.
College Savings Plans.
Insurance.
IRAs and Retirement/Profit Sharing Plans.
Social Security.
Determining a Safe Withdrawal Rate.
Planning Beyond Your Lifetime.Appendix A Effective Diversification in a Three-Factor World.
Appendix B Dollar Cost Averaging.
Appendix C Reverse Mortgages.
Appendix D How to Choose an Adviser You Can Trust.