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The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments by Tiya Lim, Kevin Grogan, Larry E. Swedroe

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Conclusion

We hope this book has met its goals of helping you:

  • Design an Investment Policy Statement (IPS) and asset allocation plan most appropriate to your unique situation.

  • Choose the best investment vehicles to implement the plan.

  • Locate assets in the most tax-efficient manner.

  • Maintain the portfolio's risk profile in the most efficient manner.

  • Provide effective tax management.

  • Integrate into your investment plan estate planning, tax planning, risk management (insurance of all kinds), and planning for your heirs.

Larry adds this: I have greatly enjoyed the thousands of e-mails and letters I have received over the years from readers of my books. If you have any questions about this book or how to implement the recommended strategies, feel free to contact me at Buckingham Asset Management, 8182 Maryland Avenue, Suite 900, Clayton, Missouri 63105, or e-mail me at . You can also e-mail Kevin Grogan at or Tiya Lim at .

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