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  | | 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 "In his January 2008 market letter, Harold R. Evensky, president of Evensky & Katz Wealth Management, a Coral Gables, Florida–based firm, reminds investors in his own easy-to-understand fashion how lower stock prices offer “sale price” opportunities. Well-aware that investors often have the urge to sell their assets when stock prices are declining, Evensky offers his readers this simple investing strategy advice in his letter to cli ..." |
 | | 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 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 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 ..." |
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