Martin explains the ins and outs of goals-based investing, step by step, element by element. Although he is writing for financial advisors, I consider his book a must-read for the DIY investor as well. Admittedly, it’s a lot harder for the individual investor to stay on track without the assistance of an advisor, but it’s virtually impossible without a viable, forward-looking plan. If you’re acting as your own advisor, you couldn’t ask for a clearer, more useful book than The Smart Financial Advisor.
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