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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 |
 | | 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, ..." |
 | | 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 ..." |
 | | 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, Harold Evensky Paperback, Published 2016 by Wiley ISBN-13: 978-81-265-6475-0, ISBN: 81-265-6475-X |
 | | 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 ..." |
 | | Tax-Aware Investment Management(1st Edition) The Essential Guide by Douglas S. Rogers Hardcover, 301 Pages, Published 2006 by Bloomberg Press ISBN-13: 978-1-57660-180-8, ISBN: 1-57660-180-3 "Investment returns are uncertain, especially in todays economic environment. but taxes are a sure thing. Thats one reason why tax-aware investment management is essential for building and maintaining wealth. In this comprehensive, groundbreaking book, Douglas S. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors dont work for individuals who are subject ..." |
 | | Financial Behavior Players, Services, Products, and Markets by H. Kent Baker , Greg Filbeck , Victor Ricciardi 608 Pages, Published 2017 by Oxford University Press ISBN-13: 978-0-19-027000-1, ISBN: 0-19-027000-4 |
 | | 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 |
 | | 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 |
 | | Someone Will Make Money on Your Funds - Why Not You A Better Way to Pick Mutual and Exchange-Traded Funds by Gary L. Gastineau 304 Pages, Published 2005 by John Wiley & Sons ISBN-13: 978-0-471-76762-6, ISBN: 0-471-76762-X |
 | | 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 |
 | | CFA Institute Investment Ser. Corporate Finance Workbook : A Practical Approach by Michelle R. Clayman , Martin S. Fridson , George H. Troughton 144 Pages, Published 2012 by John Wiley & Sons ISBN-13: 978-1-118-21728-3, ISBN: 1-118-21728-4 |
 | | 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 |
 | | International Financial Statement Analysis(2nd Edition) (CFA Institute Investment Series) by Cfa Elaine Henry , Thomas R. Robinson , Michael A. Broihahn , Wendy L. Pirie , Anthony T. Cope , Hennie Van Greuning Digital, 1,040 Pages, Published 2012 by Wiley ISBN-13: 978-1-118-23512-6, ISBN: 1-118-23512-6 |
 | | 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 |
 | | Managing Investment Portfolios(3rd Edition) A Dynamic Process (CFA Institute Investment Series) by John L. Maginn , Jerald E. Pinto , Donald L. Tuttle , Dennis W. Mcleavey Hardcover, 960 Pages, Published 2007 by Wiley ISBN-13: 978-0-470-08014-6, ISBN: 0-470-08014-0 |
 | | Your Complete Guide to a Successful and Secure Retirement by Larry E. Swedroe , Kevin Grogan 250 Pages, Published 2021 by Harriman House Limited ISBN-13: 978-0-85719-838-9, ISBN: 0-85719-838-6 |
 | | 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 |
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