"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 ..."
"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, ..."
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 ..."
"Now in its tenth printing, this text book has become an institution in the field of financial planning. The tenth edition has been completely updated for the needs of today's planner or planner to be. If one were to own only one book on the subject of financial planning, Practicing Financial Planning for Professionals is it. Now some 40 pages larger, at 820 pages, this book is a complete reference book for the financial professional, th ..."
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 ..."
"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 ..."
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
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
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
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
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
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
Advisory Leadership Using the Seven Steps of Heart Culture to Propel Any Wealth Management Firm to Continued Growth by Greg Friedman 176 Pages, Published 2015 by John Wiley & Sons ISBN-13: 978-1-119-13610-1, ISBN: 1-119-13610-5
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