{"product_id":"financial-plan-bloomberg-hardcover","title":"Financial Plan (Bloomberg) - Hardcover","description":"\u003cp\u003eby \u003cb\u003eLarry E. Swedroe\u003c\/b\u003e (Author), \u003cb\u003eKevin Grogan\u003c\/b\u003e (Author), \u003cb\u003eTiya Lim\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003cb\u003eAn accessible guide that outlines the key elements of an effective financial plan\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eFrom 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. \u003ci\u003eThe Only Guide You'll Ever Need for the Right Financial Plan\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003eDesigned 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eAddresses how you can design an investment policy statement and an individual asset allocation plan\u003c\/li\u003e \u003cli\u003eExamines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner\u003c\/li\u003e \u003cli\u003eOffers insights on integrating risk management and estate planning issues into your plan\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003ci\u003eThe Only Guide You'll Ever Need for the Right Financial Plan\u003c\/i\u003e 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.\u003c\/p\u003e\u003ch3\u003eFront Jacket\u003c\/h3\u003e\u003cp\u003eAsset allocation? Investment planning? Risk management? What role does each play in your financial security? All these elements are critical, but how do they work together to create your overall financial plan? \u003c\/p\u003e\u003cp\u003eFrom 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. \u003ci\u003eThe Only Guide You'll Ever Need for the Right Financial Plan\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003eDesigned 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 and helps you: \u003c\/p\u003e \u003cul\u003e \u003cli\u003e \u003cp\u003eDesign an investment policy statement and an individual asset allocation plan\u003c\/p\u003e \u003c\/li\u003e \u003cli\u003e \u003cp\u003eLocate assets in the most tax-efficient manner\u003c\/p\u003e \u003c\/li\u003e \u003cli\u003e \u003cp\u003eMaintain your portfolio's risk profile in the most cost-effective and tax-efficient manner\u003c\/p\u003e \u003c\/li\u003e \u003cli\u003e \u003cp\u003eIntegrate risk management and estate planning issues into the plan\u003c\/p\u003e \u003c\/li\u003e \u003cli\u003e \u003cp\u003eAnd much more\u003c\/p\u003e \u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003ci\u003eThe Only Guide You'll Ever Need for the Right Financial Plan\u003c\/i\u003e 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.\u003c\/p\u003e\u003ch3\u003eBack Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eThe Only Guide You'll Ever Need for the Right Financial Plan: \u003c\/b\u003e \u003c\/p\u003e\u003cp\u003e\u003ci\u003eManaging Your Wealth, Risk, and Investments\u003c\/i\u003e \u003c\/p\u003e\u003cp\u003eAsset allocation? Investment planning? Risk management? What role does each play in your financial security? All these elements are critical, but how do they work together to create your overall financial plan? \u003c\/p\u003e\u003cp\u003eFrom 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. \u003ci\u003eThe Only Guide You'll Ever Need for the Right Financial Plan\u003c\/i\u003e 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. \u003c\/p\u003e\u003cp\u003eDesigned 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 and helps you: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eDesign an investment policy statement and an individual asset allocation plan\u003c\/li\u003e \u003cli\u003eLocate assets in the most tax-efficient manner\u003c\/li\u003e \u003cli\u003eMaintain your portfolio's risk profile in the most cost-effective and tax-efficient manner\u003c\/li\u003e \u003cli\u003eIntegrate risk management and estate planning issues into the plan\u003c\/li\u003e \u003cli\u003eAnd much more\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003ci\u003eThe Only Guide You'll Ever Need for the Right Financial Plan\u003c\/i\u003e 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.\u003c\/p\u003e\u003ch3\u003eAuthor Biography\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eLARRY E. SWEDROE\u003c\/b\u003e 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. \u003c\/p\u003e\u003cp\u003e\u003cb\u003eKEVIN GROGAN\u003c\/b\u003e is an Investment Advisor Associate for The Buckingham Family of Financial Services. \u003c\/p\u003e\u003cp\u003e\u003cb\u003eTIYA LIM\u003c\/b\u003e is an Investment Strategy Manager for The Buckingham Family of Financial Services.\u003c\/p\u003e\u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 240\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.88 x 9.22 x 6.32 IN\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e August 02, 2010\u003c\/div\u003e","brand":"Books by splitShops","offers":[{"title":"Default Title","offer_id":42714669056063,"sku":"9781576603666","price":33.54,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0105\/8226\/1823\/files\/76e909e90f8a174d66e9fc4e6f83fecb.webp?v=1765068945","url":"https:\/\/dhlswag.com\/products\/financial-plan-bloomberg-hardcover","provider":"BBB","version":"1.0","type":"link"}