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Books by Harold Evensky Cfp






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 ..."






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 ..."






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 retired—as well as what they require of financial ad ..."






The New Wealth Management, Workbook
The Financial Advisor's Guide to Managing and Investing Client Assets
by Harold Evensky Cfp, Stephen M. Horan, Thomas R. Robinson
Paperback, 240 Pages, Published 2010 by Wiley
ISBN-13: 978-0-470-62401-2, ISBN: 0-470-62401-9






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 History of Financial Planning(1st Edition)
The Transformation of Financial Services (Wiley Finance)
by H. Oliver Welch , E. Denby Brandon , Marvin W. Tuttle
Hardcover, 328 Pages, Published 2009 by Wiley
ISBN-13: 978-0-470-18074-7, ISBN: 0-470-18074-9

All Authors

Harold Evensky Cfp

Harold Evensky

Deena Katz

Evensky Katz

Thomas Robinson

Stephen Horan

Roger Ibbotson

Harold Evenskyharold Evensky

Walter Updegrave

April Caudill


All Bindings

Hardcover

Paperback

Unknown


All Years

2011

2010

2006

2004