"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, CfpHaroldEvensky 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, ..."
"Women s March Los Angeles: Hear Our Voice, Hear Our Story is an account and photographic account of the historic 750,000 strong, Women s March Los Angeles on January 21, 2017 and of those who marched and supported the event. The book features firsthand accounts, stories and photographs from the hundreds of thousands of amazing men, women and families who ventured out to show positive solidarity and to stand up for human rights."
Bloomberg Financial DeenaKatz'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 ..."
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
"Thrive in a changing industry by putting your people first Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a leading financial advisor with practice improvement expertise, this book shows you how to master the art of leadership while remaining agile and adaptable. You'll learn the seven steps you ..."
Dynamic Asset Allocation(1st Edition) Modern Portfolio Theory Updated for the Smart Investor by James Picerno Hardcover, 256 Pages, Published 2010 by Bloomberg Press ISBN-13: 978-1-57660-359-8, ISBN: 1-57660-359-8