The Only Guide You’ll Ever Need for the Right Financial Plan by Larry Swedroe

Find in catalogThis is a book for folks already well-versed in terms like ‘small cap’, “allocation’,’value vs growth’, ‘active vs. passive’, etc. I think it’s a great book with short paragraphs, sub-titles in bold print–along with ‘recommended’ or ‘not recommended’ (e.g., ‘variable annuities: not recommended’)….etc., which makes it easy to skim through the book looking for the advice that may fit your financial interests and situation. It is also written for both retired and pre-retired readers. They give straight-forward advice and cover an amazing array of possibilities in investing for one’s future. I looked at it originally because it had been recommended to include a guide to finding how much ‘risk’ one would feel alright assuming in investing. I wouldn’t say it is the ONLY guide you’ll ever need, because I think it would take many other guides to explain in more detail the fundamentals of finance. But it is a nice reference book; albeit a bit dated (2010).


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