"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, Deena B. 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, ..."
"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 ..."
"Biography of Harold Evensky, currently Professor of Practice Texas Tech University at Texas Tech University, previously Chairman at Evensky & Katz / Foldes Financial Wealth Management and Chairman at Evensky & Katz / Foldes Financial Wealth ..."
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 ..."
Hello Harold by HaroldEvensky 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 ..."
"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 ..."
Financial Advisors, Including Financial Advisor to the Chief of Staff, HaroldEvensky, William Bengen, Dave Ramsey, Marc J. Lane, Arthur Kade, Nizam Yaquby, Mark Curtis (Financial Advisor), Alastair Ross Goobey, Alex Jurshevski, the Salter Group... by Hephaestus Books Staff Paperback, 40 Pages, Published 2011 by Hephaestus Books ISBN-13: 978-1-242-59015-3, ISBN: 1-242-59015-3
Financial Advisors Marc J. Lane, Dave Ramsey, HaroldEvensky, Alastair Ross Goobey, William Bengen, Ove Johansson, Arthur Kade, Nizam Yaquby (Paperback) by Books Llc, General Books Llc Paperback, 48 Pages, Published 2010 by Books Llc ISBN-13: 978-1-155-19511-7, ISBN: 1-155-19511-6
"The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and w ..."
New Wealth Management(1st Edition) The Financial Advisor's Guide To Managing And Investing Client Assets (Cfa Institute Investment Series) by Wiley India, Stephen M. Horan, HaroldEvensky Paperback, Published 2016 by Wiley ISBN-13: 978-81-265-6475-0, ISBN: 81-265-6475-X
Private Wealth(1st Edition) Wealth Management In Practice (CFA Institute Investment Perspectives) by Stephen M. Horan Hardcover, 752 Pages, Published 2009 by Wiley ISBN-13: 978-0-470-38113-7, ISBN: 0-470-38113-2
Asset Allocation Balancing Financial Risk by Roger C. Gibson 317 Pages, Published 2000 by Mcgraw Hill Professional ISBN-13: 978-0-07-137801-7, ISBN: 0-07-137801-4