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Books by Harold Evensky
  | | Hello Harold by Harold Evensky Paperback, 146 Pages, Published 2017 by Bookbaby ISBN-13: 978-1-5439-0059-0, ISBN: 1-5439-0059-3 "Welcome to Hello Harold (that’s me, Harold Evensky). I’ve been a practicing financial planner for over three decades; financial planning is my avocation as well as my vocation. I’ve had the privilege of participating in the growth of my profession, serving on the national Board of the International Association for Financial Planning, as Chair of the Certified Financial Planning Board, the International Certified Financial Planning Board ..." |
 | | 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 ..." |
 | | Planning for Long-Term Health Care (Real Life, Real Answers) by Harold Evensky Paperback, 85 Pages, Published 1990 by Houghton Mifflin (P) ISBN-13: 978-0-395-51099-5, ISBN: 0-395-51099-6 "A handbook for both senior citizens and their children discusses the options of home care, nursing care, and nursing homes and offers tips on how to pay for them" |
 | | 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, ..." |
 | | Investment Think Tank by Harold Evensky Paperback, Published 2005 by Bloomberg Press ISBN-13: 978-1-57660-186-0, ISBN: 1-57660-186-2 "New" |
 | | The Investment Think Tank Theory, Strategy, and Practice for Advisers by Harold Evensky, Deena B. Katz 432 Pages, Published 2004 by Bloomberg Press ISBN-13: 978-1-4175-5256-6, ISBN: 1-4175-5256-5 "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 ..." |
 | | 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 |
 | | CFA Institute Investment Series Set(1st Edition) by Cfa Institute, Harold Evensky Hardcover, 700 Pages, Published 2015 by Wiley ISBN-13: 978-1-119-11364-5, ISBN: 1-119-11364-4 "The CFA Institute Investment Series Set comprises all 17 CFA Institute Investment Series titles, including these books and workbooks: The New Wealth Management: The Financial Advisor′s Guide to Managing and Investing Client Assets Corporate Finance: A Practical Approach,2nd Edition Corporate Finance Workbook: A Practical Approach, 2nd Edition Investments: Principles of Portfolio and Equity Analysis Investments Workbook: Princip ..." |
 | | CFA Institute Investment Ser. The New Wealth Management : The Financial Advisor's Guide to Managing and Investing Client Assets 28 by Harold Evensky, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson Digital, 608 Pages, Published 2011 by John Wiley & Sons ISBN-13: 978-1-118-03690-7, ISBN: 1-118-03690-5 |
 | | Cfa Institute Investment Ser. The New Wealth Management: the Financial Advisors Guide to Managing and Investing Client Assets by Stephen M. Horan, Harold Evensky, Thomas R. Robinson Published 2011 ISBN-13: 978-1-283-07253-3, ISBN: 1-283-07253-X |
 | | Retirement Income Redesigned by Harold Evensky Published 2010 ISBN-13: 978-1-282-70634-7, ISBN: 1-282-70634-9 |
 | | The Invincibility Shield for Investors Minimizing Losses, Maximizing Gains and Drafting a More Secure Financial Plan (Inside the Minds) by Wayne Von Borstel, Glenn G. Kautt, Laura Tarabox, Harold Evensky, Janet Briaud, Marilyn Capelli Dimitroff, Charlie Haines, Inside The Minds Paperback, 220 Pages, Published 2003 by Aspatore Books ISBN-13: 978-1-58762-218-2, ISBN: 1-58762-218-1 "Inside the Minds: The Invincibility Shield for Investors is the most authorative book ever written on the basics of prudent investing and portfolio management. This title features some of the country's most trusted financial advisors, who have each contributed chapters akin to objective, experience-related white papers or essays on the core issues surrounding investing. In an over-arching as well as in-depth presentation of the fundamen ..." |
 | | Bloomberg Financial Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by Walter Updegrave, Harold Evensky Cfa, Deena B. Katz, Harold Evensky Digital, 370 Pages, Published 2010 by Bloomberg Press ISBN-13: 978-0-470-88380-8, ISBN: 0-470-88380-4 "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 retired—as well as what they require of financial advi ..." |
 | | The Investment Think Tank Theory, Strategy, and Practice for Advisers by Harold Evensky, Deena B. Katz 404 Pages, Published 2004 ISBN-13: 978-1-57660-199-0, ISBN: 1-57660-199-4 "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 ..." |
 | | Retirement Income Redesigned Master Plans for Distribution : an Adviser's Guide for Funding Boomers' Best Years by Harold Evensky and Deena B. Katz by Harold Evensky, Deena B. Katz ISBN-13: 978-1-57660-252-2, ISBN: 1-57660-252-4 |
 | | 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 ..." |
 | | 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 "``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed ..." |
 | | Retirement Income Redesigned Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years by Harold Evensky, Deena B. Katz Ebook, 370 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88302-0, ISBN: 0-470-88302-2 "To help get the work done, Harold Evensky and Deena Katz—both veteran problem solvers—have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning: ..." |
 | | New Wealth Management(1st Edition) The Financial Advisor's Guide To Managing And Investing Client Assets (Cfa Institute Investment Series) by Stephen M. Horan Paperback, Published 2016 by Wiley ISBN-13: 978-81-265-6475-0, ISBN: 81-265-6475-X |
 | | 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 "The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and w ..." |
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