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The Only Guide
You'll Ever Need
for the Right Financial Plan

  

By Larry Swedroe
With Kevin Grogan and Tiya Lim

 

 

 
 
  • Hardcover: 240 pages
  • Publisher: Bloomberg Press (August 2, 2010)
  • Language: English
  • ISBN-10: 1576603660
  • ISBN-13: 978-1576603666
Asset 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?

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.

Review

"If you're looking to sharpen your financial thinking, let Larry Swedroe be your guide. With insights fromThe Only Guide You'll Ever Need for the Right Financial Plan, you should be able to raise your financial game—and maybe boost your family's wealth."

—Jonathan Clements, author, The Little Book of Main Street Money"

About the Authors

Larry Swedroe is a principal and the director of research for Buckingham Asset Management, which manages more than $1.9 billion. He is the author of several books, including The Only Guide to a Winning Investment Strategy You'll Ever Need and Wise Investing Made Simple. He received his MBA in finance from New York University.

Kevin Grogan is an investment advisor associate with Buckingham. In addition to his role in advising clients, Kevin also makes significant contributions to Buckingham's research efforts. He co-authored an article in the Winter 2009 issue of the Journal of Investing.

Tiya Lim is Buckingham's investment strategy manager. She concentrates on investment policies for the firm and investment strategies for clients. In particular, her work focuses on Social Security and other retirement-related issues, and her work on Social Security has been featured on CBS MoneyWatch.com and in the Journal of Financial Planning.


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