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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 ..."






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, ..."

All Authors

Cfp Harold Evensky

Thomas Robinson

Stephen Horan

Roger Ibbotson

Harold Evensky Cfa

Harold Evensky

Deena Katz


All Years

2011

2010