HSPLS site
Login
My List - 0
Help
Search
My Account
Databases
HI Newspaper
eBooks/Audiobooks
Learning
PC Reservation
Reading Program
Basic
Advanced
Power
History
Search:
Title Browse
Author Browse
Subject Browse
Best Seller Browse
Music Title Browse
Video/DVD Title Browse
Journal/Newspaper Title Browse
Serial Title Browse
Series Browse (includes Bestseller List)
General Keyword
Title Keyword
Author Keyword
Subject Keyword
Name Keyword
Series Keyword
Score Title Browse
Talking Book Title Browse
Awards Note Browse
Bib No.
Barcode
Refine Search
> You're searching:
HAWAII STATE PUBLIC LIBRARY SYSTEM
Item Information
Holdings
Summary
More Content
More by this author
Swedroe, Larry E.
Subjects
Portfolio management.
Investment analysis.
Risk management.
Investments.
Finance, Personal.
Browse Catalog
by author:
Swedroe, Larry E.
by title:
The only guide you'l...
MARC Display
The only guide you'll ever need for the right financial plan : managing your wealth, risk, and investments / Larry E. Swedroe, Kevin Grogan, and Tiya Lim.
by
Swedroe, Larry E.
Hoboken, N.J. : Bloomberg Press, c2010.
Subjects
Portfolio management.
Investment analysis.
Risk management.
Investments.
Finance, Personal.
Electronic Resource
http://catdir.loc.gov/catdir/enhancements/fy1106/2010014479-b.html
Electronic Resource
http://catdir.loc.gov/catdir/enhancements/fy1106/2010014479-d.html
Electronic Resource
http://catdir.loc.gov/catdir/enhancements/fy1106/2010014479-t.html
ISBN:
9781576603666
1576603660
Description:
xx, 220 p. ; 24 cm.
Contents:
The uncertainty of investing -- The investment policy statement -- Asset allocation -- Equities -- Fixed income -- Alternative investments -- Liabilities and asset allocation -- Individual securities or mutual funds -- Active versus passive management -- The asset location decision -- The care and maintenance of the portfolio -- College savings plans -- Insurance -- IRAs and retirement/profit sharing plans -- Social security -- Determining a safe withdrawal rate -- Planning beyond your lifetime.
Requests:
0
Summary:
"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 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 book offers the vital information needed for developing and implementing an overall strategic financial plan. In this 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..."--Jacket.
Copy/Holding information
Location
Collection
Call No.
Status
Liliha Public Library
Adult Nonfiction
332.6 Sw
Checked In
Add Copy to MyList
Horizon Information Portal 3.0
© 2001-2013
SirsiDynix
All rights reserved.