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An 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.

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Price Summary

  • We started tracking this book on January 20, 2011.
  • This book was $13.79 when we started tracking it.
  • The price of this book has changed 123 times in the past 4,816 days.
  • The current price of this book is $17.00 last checked 7 hours ago.
  • This book is at its lowest price in the past year.
  • The lowest price to date was $13.07 last reached on July 27, 2019.
  • This book has been $13.07 one time since we started tracking it.
  • The highest price to date was $18.99 last reached on November 3, 2020.
  • This book has been $18.99 24 times since we started tracking it.

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Additional Info

  • Publication Date: July 2, 2010
  • Text-to-Speech: Enabled
  • Lending: Enabled
  • Print Length: 242 Pages
  • File Size: 914 KB

We last verified the price of this book about 7 hours ago. At that time, the price was $17.00. This price is subject to change. The price displayed on the Amazon.com website at the time of purchase is the price you will pay for this book. Please confirm the price before making any purchases.