"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 ..."
Bloomberg Financial Ser. Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by HaroldEvensky, DeenaB. Katz, Cfp HaroldEvensky 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 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 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 ..."
DeenaKatz's Complete Guide to Practice Management(1st Edition) Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial) by DeenaB. Katz Paperback, 400 Pages, Published 2009 by Bloomberg Press ISBN-13: 978-1-57660-308-6, ISBN: 1-57660-308-3
DeenaKatz on Practice Management(1st Edition) For Financial Advisers, Planners, and Wealth Managers by DeenaB. Katz , Ross Levin Hardcover, 308 Pages, Published 1999 by Bloomberg Press ISBN-13: 978-1-57660-070-2, ISBN: 1-57660-070-X