"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 ..."
Y2K and Your Money by R. EvenskyHarold Paperback, 90 Pages, Published 1999 by Sitting Duck Advisers Inc ISBN-13: 978-0-9670146-0-9, ISBN: 0-9670146-0-3
"In this book and its companion software, The Y2K Investment Planner, Harold Evensky helps you: Understand what the Y2K problem is really about. Assess the potential impact of Y2K on major industries, government agencies, and foreign countries. Understand the possible economic impact of the most likely Y2K scenarios. Decide if your current investment portfolio should be reconsidered because of Y2K concerns. It also includes a ..."
"The book can be used as a supplement to Practicing Financial Planning: For Professionals and CFP® Aspirants (12th Edition) published in 2016 by SAGE Publications."
"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 ..."