An accessible guide that outlines the key elements of an effective financial planFrom 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 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 planExamines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient mannerOffers insights on integrating risk management and estate planning issues into your planThe 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.

一本易于阅读的指南，概述了有效金融计划的关键要素，作者拉里·斯韦德罗（Larry Swedroe）是《唯一指南》系列畅销投资书籍的作者，Kevin Grogan和Tiya Lim提供了一本循序渐进的手册，向您展示了如何制定一个成功的个人投资战略，并揭示了如何使该战略成为您整体财务计划的一部分。你所需要的唯一一个正确的理财计划指南就是关注投资的“艺术”，并为你提供所需的信息，从而为你的特定情况量身定制一个策略。专为精明的投资者和专业顾问设计，这本书提供了制定和实施总体战略财务计划所需的重要信息。在这个重要的资源中，Swedroe概述了资产配置和其他投资规划概念的基础知识。阐述了如何设计投资政策声明和单个资产配置计划。研究了如何以最具成本效益和税收效益的方式维护投资组合的风险状况。mannerOffers对整合风险管理和房地产规划问题进入你的工厂只有指导你永远需要正确的财务计划提供了一个方便的工具，以帮助你作出更明智和谨慎的决定，这将大大有助于确保一个安全的财务未来。