The Only Guide You'll Ever Need for the Right Financial Plan
Managing Your Wealth, Risk, and Investments

You’re likely to be a fan of this book if you accept two premises: 1.) passively managed, low-expense, index funds or ETFs generally are better investment vehicles than actively managed funds; and 2.) Determining and maintaining the proper asset allocation among fund types is a better path to achiev......more

A textbook, but one worth having around A (very) dry read but this is a good book to have around as a reference since it covers so many investment vehicles and questions. However, as a how to book for setting up your own financial plan, there are better options.......more

Good summary of Swedroe's other works......more

This is not an introductory book. It covers investing very well, particularly asset allocation. It's discussion of passive verse active investing is excellent. On risk, Swedroe advises considering ability (timeline), willingness (gutcheck) and need to withstand risk. It is very good coverage of risk.......more

Good overview of financial planning for personal/family use. Swedroe is insightful, and bases his advice on the latest academic research. About half the book is about investing and asset allocation across various asset classes (and even sub-classes using the latest factors-based research on the addi......more