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Books by Cfp Harold Evensky
  | | CFA Institute Investment Ser.(1st Edition) The New Wealth Management : The Financial Advisors Guide to Managing and Investing Client Assets 28 by Harold Evensky Cfa, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson, Cfp Harold Evensky Digital, 608 Pages, Published 2011 by Wiley ISBN-13: 978-1-118-03691-4, ISBN: 1-118-03691-3 "Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle mode ..." |
 | | Bloomberg Financial Ser. Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by Harold Evensky, Deena B. Katz, Cfp Harold Evensky 370 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88505-5, ISBN: 0-470-88505-X "What if a client is willing to accept lower real spending later in retirement, so that he can withdraw more money earlier in retirement? Alternatively, what if a client is willing to roll the dice on her investment returns, hoping that she's not affected by a major bear market in stocks during retirement? Let's explore these possibilities. Spending More Now, Less Later In The Prosperous Retirement: Guide to the New Reality (Emstco, ..." |
 | | The New Wealth Management(1st Edition) The Financial Advisors Guide to Managing and Investing Client Assets (CFA Institute Investment Series) by Harold Evensky Cfp, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson Hardcover, 480 Pages, Published 2011 by Wiley ISBN-13: 978-0-470-62400-5, ISBN: 0-470-62400-0 "Mainstay reference guide for wealth management, newly updated for today′s investment landscape For over a decade, The New Wealth Management: The Financial Advisor′s Guide to Managing and Investing Client Assets has provided financial planners with detailed, step–by–step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models o ..." |
 | | Retirement Income Redesigned(1st Edition) Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years (Bloomberg Financial) by Walter Updegrave, Harold Evensky Cfp, Deena B. Katz, April K. Caudill, Evensky Katz, Harold R. Evensky Hardcover, 370 Pages, Published 2006 by Bloomberg Press ISBN-13: 978-1-57660-189-1, ISBN: 1-57660-189-7 "Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retiredâas well as what they require of financial ad ..." |
 | | The Investment Think Tank(1st Edition) Theory, Strategy, and Practice For Advisers by Harold Evensky Cfp, Deena B. Katz, Harold R. Evensky, Evensky Katz, Harold Evenskyharold Evensky Hardcover, 432 Pages, Published 2004 by Bloomberg Press ISBN-13: 978-1-57660-165-5, ISBN: 1-57660-165-X "The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. But when you′re in the trenches serving clients and running a business the voices at the front can have trouble getting through, and you may sometimes wonder ..." |
 | | Dynamic Asset Allocation(1st Edition) Modern Portfolio Theory Updated for the Smart Investor by James Picerno Hardcover, 256 Pages, Published 2010 by Bloomberg Press ISBN-13: 978-1-57660-359-8, ISBN: 1-57660-359-8 |
 | | The Art of Practicing and the Art of Communication in Financial Planning(1st Edition) by Harold Evensky , Alexandra Armstrong , Sid Mittra Paperback, 328 Pages, Published 2017 by Sage Publications Pvt. Ltd ISBN-13: 978-93-86446-88-6, ISBN: 93-86446-88-X |
 | | Hello Harold by Harold Evensky Paperback, 146 Pages, Published 2017 by Bookbaby ISBN-13: 978-1-5439-0059-0, ISBN: 1-5439-0059-3 |
 | | Wealth Management(1st Edition) The Financial Advisor's Guide to Investing and Managing Client Assets by Harold R. Evensky Hardcover, 481 Pages, Published 1997 by Mcgraw-Hill ISBN-13: 978-0-7863-0478-3, ISBN: 0-7863-0478-2 |
 | | Bloomberg Financial Deena Katz's Complete Guide to Practice Management : Tips, Tools, and Templates for the Financial Adviser 64 by Deena B. Katz 400 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88532-1, ISBN: 0-470-88532-7 |