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Investment Personal Financial Retirement Planning Tax Economics Book Lot 1
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Condition:
“These books are in good condition. Some writing on the front cover of Only Investment Guide You'll ”... Read moreAbout condition
Good
A book that has been read, but is in good condition. Minimal damage to the book cover eg. scuff marks, but no holes or tears. If this is a hard cover, the dust jacket may be missing. Binding has minimal wear. The majority of pages are undamaged with some creasing or tearing, and pencil underlining of text, but this is minimal. No highlighting of text, no writing in the margins, and no missing pages. See the seller’s listing for full details and description of any imperfections.
- Buy it nowInvestment Personal Financial Retirement Planning Tax Economics Book Lot 1
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Item specifics
- Condition
- Good
- Seller notes
- Ex Libris
- No
- Narrative Type
- Nonfiction
- Features
- Ex-Library
- Original Language
- English
- ISBN
- 9781576603666
About this product
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1576603660
ISBN-13
9781576603666
eBay Product ID (ePID)
79259099
Product Key Features
Book Title
Only Guide You'll Ever Need for the Right Financial Plan : Managing Your Wealth, Risk, and Investments
Number of Pages
240 Pages
Language
English
Publication Year
2010
Topic
Investments & Securities / Portfolio Management, Decision-Making & Problem Solving, Investments & Securities / Analysis & Trading Strategies, Personal Finance / General, Investments & Securities / General
Genre
Business & Economics
Format
Hardcover
Dimensions
Item Height
1 in
Item Weight
14.4 Oz
Item Length
9.1 in
Item Width
5.9 in
Additional Product Features
Intended Audience
Trade
LCCN
2010-014479
Reviews
"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 , "Larry Swedroes work comes as close to being the definitive investment book of our time as any that I can imagine. His greatest gift is his ability to communicate with profound simplicity, bringing clarity to the daunting challenge facing investors who are intent on reaching their financial goals." ? Bill Schultheis , author of The Coffeehouse Investor "If you're looking to sharpen your financial thinking, let Larry Swedroe be your guide. With insights from The 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 of The Little Book of Main Street Money "Just as every successful builder needs a blueprint, so too does every successful investor need a personally tailored investment policy. How much stocks, how much bonds? Foreign versus domestic? When and how to begin Social Security or withdrawing from your IRA? Larry Swedroe plots your financial life from cradle to grave (and even beyond). Don't invest without it!" ? William Bernstein , author of The Four Pillars of Investing "This is a most excellent book! Either as a great educational read or an indispensible reference, The Only Guide You'll Ever Need for the Right Financial Plan will pay you back many times over the cover price." ? Harold Evensky , President, Evensky & Katz "If you have investing experience, and want to improve your portfolio, this is the book to read." ? Taylor Larimore , coauthor of The Bogleheads? Guide to Investing
Dewey Edition
22
TitleLeading
The
Dewey Decimal
332.6
Table Of Content
Preface xv Acknowledgments xix Part I: Investment Strategy in an Uncertain World Chapter 1 The Uncertainty of Investing 3 Efficient Frontier Models 5 Chapter 2 The Investment Policy Statement 9 The Foundation of the Investment Plan 10 Part II: Asset Allocation Chapter 3 Asset Allocation 17 The Ability, Willingness, and Need to Take Risk 17 When Conflicts Arise 21 Risk Factors 22 Chapter 4 Equities 25 Equities versus Fixed Income 25 U.S. Equity versus International Equity 28 Emerging Markets 30 Value versus Growth 31 Real Estate 34 Your Home 36 Collateralized Commodity Futures (CCF) 36 Socially Responsible Investing (SRI) 39 Chapter 5 Fixed Income 41 Credit Quality 41 Short-Term versus Long-Term Maturities 42 Municipal Bonds 44 Inflation-Protected Securities 44 Short-Term Fixed Income versus TIPS 46 Chapter 6 Alternative Investments 49 Convertible Bonds: Not Recommended 49 Covered Calls: Not Recommended 50 Fixed-Income Currency Exposure: Generally Not Recommended 51 EE Bonds: Recommended 52 Emerging Market Bonds: Not Recommended 52 Equity-Indexed Annuities (EIAs): Not Recommended 53 Gold: Not Recommended 54 Hedge Funds: Not Recommended 54 High-Yield (Junk) Bonds: Not Recommended 56 Leveraged Buyouts (LBOs): Not Recommended 57 Leveraged Funds: Not Recommended 58 Master Limited Partnerships (MLPs): Not Recommended 58 Mortgage-Backed Securities (MBS):Not Recommended 58 Precious Metals Equities (PME):Not Recommended 59 Preferred Stocks: Not Recommended 60 Private Equity (Venture Capital): Not Recommended 61 Stable-Value Funds: Generally Not Recommended 62 Structured Investment Products: Not Recommended 63 Variable Annuities: Not Recommended 64 Chapter 7 Liabilities and Asset Allocation 67 Mortgages 67 Prepay the Mortgage or Increase Tax-Advantaged Savings? 69 Other Liabilities 70 Part III: Implementing the Plan Chapter 8 Individual Securities or Mutual Funds 73 Convenience 73 Diversification 74 Size Matters 76 Advantages of Individual Securities 76 Separate Account Managers 77 A Word of Caution 78 Summary 78 Chapter 9 Active versus Passive Management 81 The Evidence 82 The Search for the Holy Grail: Why Is Persistent Outperformance So Hard to Find? 85 The Value of Economic Forecasts 87 The Value of Security Analysis 88 Buy, Sell, or Hold? 89 The Tyrannical Nature of an Efficient Market 89 The Prudent Investor Rule 90 The Benefits of Passive Investing 91 Summary 92 Chapter 10 The Asset Location Decision 95 Exceptions 96 Order of Preference 97 Additional Considerations 97 Advanced Concept 99 Balanced and Lifestyle Funds 99 Chapter 11 The Care and Maintenance of the Portfolio 101 Rebalancing 101 Tax Management Strategies 104 Final Considerations 110 Part IV: The Investment Plan and Financial Security Chapter 12 College Savings Plans 113 529 Plans 113 Coverdell Education Savings Accounts 115 Custodial Accounts 116 U.S. Savings Bonds 117 Financial Aid Impact 118 Chapter 13 Insurance 121 Risk Management 122 Payout Annuities 124 Long-Term Care Insurance (LTCI) 127 Life Settlements 130 Chapter 14 IRAs and Retirement/Profit Sharing Plans 135 Roth versus Traditional IRA 135 Five Key Facts 136 What to Do When Retirement Plan Choices Are Poor 141 IRA Conversions 143 Chapter 15 Social Security 149 Is Social Security a Balance-Sheet Asset? 152 Double Dipping Strategy 155 Chapter 16 Determining a Safe Withdrawal Rate 157 Monte Carlo (MC) Simulations 158 In the Absence of an MC Simulator 160 The Sequencing of Withdrawals to Fund Retirement 163 Chapter 17 Planning Beyond Your Lifetime 167 Estate Planning 167 Preparing Your Heirs 168 Conclusion 173 Appendix A Effective Diversification in a Three-Factor World 175 Appendix B Dollar Cost Averaging 181 Appendix C Reverse Mortgages 185 Appendix D How to Choose an Adviser You Can Trust 191 Notes 193 Glossary 197 Index 213
Synopsis
Praise for The Only Guide You ll Ever Need for the Right Financial Plan Larry Swedroe s work comes as close to being the definitive investment book of our time as any that I can imagine. His greatest gift is his ability to communicate with profound simplicity, bringing clarity to the daunting challenge facing investors who are intent on reaching their financial goals. BILL SCHULTHEIS, author of The Coffeehouse Investor If you re looking to sharpen your financial thinking, let Larry Swedroe be your guide. With insights from The 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 of The Little Book of Main Street Money Just as every successful builder needs a blueprint, so too does every successful investor need a personally tailored investment policy. How much stocks, how much bonds? Foreign versus domestic? When and how to begin Social Security or withdrawing from your IRA? Larry Swedroe plots your financial life from cradle to grave (and even beyond). Don t invest without it! WILLIAM BERNSTEIN, author of The Four Pillars of Investing This is a most excellent book! Either as a great educational read or an indispensible reference, The Only Guide You ll Ever Need for the Right Financial Plan will pay you back many times over the cover price. HAROLD EVENSKY, President, Evensky & Katz Wealth Management If you have investing experience and want to improve your portfolio, this is the book to read. TAYLOR LARIMORE, coauthor of The Bogleheads Guide to Investing, The Only Guide You'll Ever Need for the Right Financial Plan Managing Your Wealth, Risk, and Investments Larry E. Swedroe, Kevin Grogan, Tiya Lim Larry E. Swedroe, author of the successful Only Guide books, now tackles the issue of building a financial plan to meet the unique needs of each investor., An accessible 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 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 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.
LC Classification Number
HG4529.5.S9364 2010
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Seller Feedback (1,102)
- t***9 (41)- Feedback left by buyer.Past 6 monthsVerified purchaseJust as I wanted thank you so much! Seller was very accommodating with shipping. Item was very safely packed and well represented in the accurate photos. I have been after this bowl for years, so thank you for sending it to me.
- -***o (4)- Feedback left by buyer.Past monthVerified purchaseItem is as described, well packaged and in mint condition. It was shipped promptly and arrived in good time. I would definitely buy from this seller again!
- r***e (977)- Feedback left by buyer.Past monthVerified purchaseFast Shipping. Well Packed. As Described. Good Value. Thank You.