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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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Notes

Sources of Data

  • Barclays Bank PLC for data on the Barclays Capital U.S. Intermediate Credit Bond Index. Barclays Capital and the Barclays Capital U.S. Intermediate Credit Bond Index are trademarks of Barclays Bank PLC.

  • Professor Kenneth R. French for data on risk premiums and stock market returns. Used with permission.

  • Morgan Stanley for data on the returns of the MSCI EAFE index. Used with permission. The information is the exclusive property of MSCI Inc. ("MSCI") and may not be reproduced or redisseminated in any form or used to create any financial products or indices without MSCI's prior written permission. This information is provided "as is" and none of MSCI, its affiliates or any other person involved in or related to the compilation of this information (collectively, the "MSCI Parties") makes any express or implied warranties or representations with respect to the information or the results to be obtained by the use thereof, and the MSCI Parties hereby expressly disclaim all implied warranties (including, without limitation, the implied warranties of merchantability and fi tness for a particular purpose) with respect to this information. In no event shall any MSCI Party have any liability of any kind to any person or entity ...

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