Audible会員プラン登録で、12万以上の対象タイトルが聴き放題。
-
The Only Guide You'll Ever Need for the Right Financial Plan
- Managing Your Wealth, Risk, and Investments
- ナレーター： Melissa Frank
- 再生時間： 5 時間 28 分
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
3か月無料
Audible会員プラン 無料体験
The Only Guide You'll Ever Need for the Right Financial Plan
あらすじ・解説
An accessible guide that outlines the key elements of an effective financial plan....
From Larry Swedroe, the author of the best-selling 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 audiobook 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.
PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.