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  | | 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 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 "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 ..." |
 | | 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, ..." |
 | | 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 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 ..." |
 | | The Art of Practicing and the Art of Communication in Financial Planning(1st Edition) by Harold Evensky, Alexandra Armstrong, Sid Mittra Paperback, 328 Pages, Published 2017 by Sage Publications Pvt. Ltd ISBN-13: 978-93-86446-88-6, ISBN: 93-86446-88-X "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 ..." |
 | | Getting an Investing Game Plan Creating It, Working It, Winning It by Maura Webber, Jamie Heller, Vern C. Hayden Unbound, 239 Pages, Published 2003 by John Wiley & Sons Inc (E) ISBN-13: 978-0-471-46553-9, ISBN: 0-471-46553-4 "A Commitment to Yourself and Your Family I don't care whether you are rich or not so rich, whether you've got a big job or no job, whether you've made a lot of money mistakes or a lot of good money moves. Whatever your situation, you deserve to have the best money management available to you. What does available mean? Perhaps you are the best person to manage your family's money. Perhaps investing is an interest or passion, and you ..." |
 | | 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 |
 | | Master the Media to Attract Your Ideal Clients A Personal Marketing System for Financial Professionals by Derrick Kinney 250 Pages, Published 2004 by John Wiley & Sons ISBN-13: 978-0-471-71847-5, ISBN: 0-471-71847-5 |
 | | The History of Financial Planning(1st Edition) The Transformation of Financial Services (Wiley Finance) by H. Oliver Welch , E. Denby Brandon , Marvin W. Tuttle Hardcover, 328 Pages, Published 2009 by Wiley ISBN-13: 978-0-470-18074-7, ISBN: 0-470-18074-9 |
 | | The Retirement Challenge Will You Sink or Swim?: A Complete, Do-It-Yourself Toolkit to Navigate Your Financial Future, ePub by Jason R. Doss , Frank Armstrong Iii Digital, 288 Pages, Published 2009 by Ft Press ISBN-13: 978-0-13-700503-1, ISBN: 0-13-700503-2 |
 | | Advisory Leadership(1st Edition) Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm by Gregory H. Friedman , Deena B. Katz Hardcover, 176 Pages, Published 2015 by Wiley ISBN-13: 978-1-119-13608-8, ISBN: 1-119-13608-3 |
 | | Practicing Financial Planning for Professionals Textbook Version, Tenth Edition(10th Edition) by Sid Mittra , Robert Crane , Anadi P. Sahu , Anandi Prasad Sahu , Harold R. Evensky Paperback, 820 Pages, Published 2008 by Rochester Hills Publishing/Publishnow.Net ISBN-13: 978-0-9799855-0-8, ISBN: 0-9799855-0-1 |
 | | Retirement Fail The 9 Reasons People Flunk Post-Work Life and How to Ace Your Own by Greg Sullivan 192 Pages, Published 2018 by John Wiley & Sons ISBN-13: 978-1-119-45296-6, ISBN: 1-119-45296-1 |
 | | Understanding ERISA(1st Edition) A Compact Guide to the Landmark Act by Ken Ziesenheim Paperback, 131 Pages, Published 2002 by Wiley ISBN-13: 978-1-931611-42-8, ISBN: 1-931611-42-4 |
 | | The Financial Storm Warning for Investors How to Prepare and Protect Your Wealth from Tax Hikes and Market Crashes by Jeff Camarda , Steven James Lee , Jerusha Lee 255 Pages, Published 2021 by Springer Nature ISBN-13: 978-3-030-77271-0, ISBN: 3-030-77271-3 |
 | | 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 |
 | | 401 Fiduciary Solutions by Christopher Carosa Paperback, 320 Pages, Published 2012 by Pandamensional Solutions, Inc. ISBN-13: 978-1-938465-00-0, ISBN: 1-938465-00-8 |
 | | Investments Workbook Principles of Portfolio and Equity Analysis (CFA Institute Investment Series) by Michael G. Mcmillian, CFA, Jerald E Pinto, Wendy Pirie, Gerhard Van de Venter and Jerald E. Pinto (2011) by Michael G. Mcmillan , Wendy L. Pirie , Jerald E. Pinto . , Cfa Wendy Pirie 224 Pages, Published 2011 by John Wiley & Sons ISBN-13: 978-1-118-00119-6, ISBN: 1-118-00119-2 |
 | | Managing Concentrated Stock Wealth(2nd Edition) An Advisor's Guide to Building Customized Solutions (Bloomberg Financial) by Tim Kochis , Michael J. Lewis Hardcover, 240 Pages, Published 2016 by Bloomberg Press ISBN-13: 978-1-119-13158-8, ISBN: 1-119-13158-8 |
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