Active versus Passive Management

Active versus Passive Management

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by Larry E. Swedroe, Kevin Grogan, Tiya Lim
     
 

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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

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Overview

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.

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 and helps you:

  • Design an investment policy statement and an individual asset allocation plan
  • Locate assets in the most tax-efficient manner
  • Maintain your portfolio’s risk profile in the most cost-effective and tax-efficient manner
  • Integrate risk management and estate planning issues into the plan
  • And much more

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.

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Product Details

ISBN-13:
9781118006566
Publisher:
Wiley
Publication date:
12/16/2010
Series:
Wiley Global Finance Executive Select , #145
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
256
File size:
0 MB

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