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  | | 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, ..." |
 | | FT Guide to Wealth Management How to Plan, Invest and Protect Your Financial Assets by Jason Butler 344 Pages, Published 2012 by Pearson Uk ISBN-13: 978-0-273-74304-0, ISBN: 0-273-74304-X |
 | | Behavioral Finance and Investor Types Managing Behavior to Make Better Investment Decisions (Wiley Finance) by Michael M. Pompian Digital, 336 Pages, Published 2012 by John Wiley & Sons ISBN-13: 978-1-118-23560-7, ISBN: 1-118-23560-6 |
 | | 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 |
 | | 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 |
 | | 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 |
 | | 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 |
 | | Hello Harold by Harold Evensky Paperback, 146 Pages, Published 2017 by Bookbaby ISBN-13: 978-1-5439-0059-0, ISBN: 1-5439-0059-3 |