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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 ..."






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 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 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, ..."






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 ..."






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

"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(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 ..."






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






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






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






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







ISBN-13: 978-1-119-45296-6, ISBN: 1-119-45296-1






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






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



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