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Books by Harold Evensky
  | | 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 ..." |
 | | 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 ..." |
 | | 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 |
 | | 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 |
 | | 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 |
 | | 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 ..." |
 | | 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 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, ..." |
 | | 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 ..." |
 | | 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 ..." |
 | | Retirement Income Redesigned by Harold Evensky Published 2010 ISBN-13: 978-1-282-70634-7, ISBN: 1-282-70634-9 |
 | | 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" |
 | | 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 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 ..." |
 | | 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 ..." |
 | | New Wealth Management (Chinese Edition) by 哈罗德·埃文斯基, 斯蒂芬 M.霍伦, 托马斯 R.罗宾逊, Harold Evensky, Stephen M. Horan, Thomas R. Robinson Paperback, 353 Pages, Published 2015 by Machinery Industry Press ISBN-13: 978-7-111-47542-2, ISBN: 7-111-47542-9 "目前，对投资组合及资产管理感兴趣的专业人士可得到的资源相当丰富,但对于那些管理私人财富的理财师或处理多个客户投资组合的专业人士而言，可得到的资源却不多。本书延续了前一版的风格，在优化客户资产配置方面，继续为金融理财师提供详细且可操作性强的指导意见。作为特许金融分析师协会投资系列的一部分，本书是为广泛的读者群体设计的。它的读者群里可以有研究生层次的金融专业学生或者投资行业的从业人员，以及介于两者之间的所有人。本书是由哈罗德·埃文斯基连同斯蒂芬·霍伦和托马斯·罗宾逊修订而成，它与以前的版本相比，专业相关性更强，为您提供了与这个重要学科紧密相关的前沿学科信息。财富管理方法在金融世界中是独一无二的，它需要制定独特的方案来满足客户的个人需求。《新财富管理》一书将专家的观点和建议整合到对重要的财富管理问题的探讨中，同时，它也通过清晰、详细的案例，阐述了怎样优先考虑客户的目标而不是投资工具。由于作者们将他们独特的经历和观点带入到了财富管理的研究中，因此本书从中提取了相关的知识、技巧 ..." |
 | | The New Wealth Management The Financial Advisor's Guide to Managing and Investing Client Assets by Harold Evensky, Stephen M. Horan, Thomas R. Robinson Digital, 482 Pages, Published 2011 by John Wiley & Sons ISBN-13: , ISBN: |
 | | 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 |
 | | 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: ..." |
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