The only guide you'll ever need for the right financial plan : managing your wealth, risk, and investments
"A 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 investmen...
| Main Authors: | , , |
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| Format: | Book |
| Language: | English |
| Published: |
Hoboken, New Jersey :
Bloomberg Press ,
c2010
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| Subjects: | |
| Online Access: | Table of contents only Contributor biographical information Publisher description |
Table of Contents:
- 1. The uncertainty of investing
- 2. The investment policy statement
- 3. Asset allocation
- 4. Equities
- 5. Fixed income
- 6. Alternative investments
- 7. Liabilities and asset allocation
- 8. Individual securities or mutual funds
- 9. Active versus passive management
- 10. The asset location decision
- 11. The care and maintenance of the portfolio
- 12. College savings plans
- 13. Insurance
- 14. IRAs and retirement/profit sharing plans
- 15. Social security
- 16. Determining a safe withdrawal rate
- 17. Planning beyond your lifetime