Financial Plan (Bloomberg) - Larry E. Swedroe

Descriere Financial Plan (Bloomberg) - Larry E. Swedroe

An accessible guide that outlines the key elements of an effective financial plan \nFrom 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.\n \nDesigned 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.\n \n- Addresses how you can design an investment policy statement and an individual asset allocation plan \n- Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner \n- Offers insights on integrating risk management and estate planning issues into your plan \nThe 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.\n

Detalii

Brand

Bloomberg Press

Categorie

ENSTK

EAN / GTIN

9781576603666

Magazine

1

Disponibilitate

in stock