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Publisher's Summary

An accessible guide that outlines the key elements of an effective financial plan...
From Larry Swedroe, the author of the best-selling 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 audiobook 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.
©2010 Larry Swedroe, Kevin Grogan, and Tiya Lim (P)2012 Audible, Inc.
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Customer Reviews

Most Helpful

By William on 06-07-16

Meaty explanations and deep dives into topics.

While it is not really the only guide you'll need, it certainly is a solid choice to help with understanding strategies, solutions, pitfalls, and various asset types. No frills, no reliance upon quirkiness or personality-driven appeals, no sales pitch. I recommend it as part of your overall reading influence in your quest to make good decisions with your personal finances.

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4 of 4 people found this review helpful

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