``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 to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.
Frankfurter, George M., and Herbert E. Phillips. 1994. “A Brief History of MPT: From a Normative Model to Event Studies.” Journal of Investing (Winter): 18–23. Gibson, Roger. 2007. Asset Allocation, 4th edition. New York: Irwin.
This is an indispensable and highly readable reference that investors will want to use in their financial planning now and for many years to come."—Peter J. Tanous President & CEO, Lynx Investment Advisory, and author of Investment Gurus ...
This book applies it to the following areas: asset protection (preservation); disability and income protection (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a ...
You know more than you think you do, but need to be aware of your blind spots. Reading this book will give you confidence and knowledge – enough to really grasp who you are as an investor.
If I could recommend one book every investor should read it would be The Wealth Management Experience by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind.
This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients.
This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success.
This guide is divided into four parts that address the critical issues in private wealth management: Part I puts the state of financial planning in perspective with Robert Merton’s “The Future of Retirement Planning” and Paul ...
An important resource for all wealth management fiduciaries, this book enables readers to: Implement a rigorous yet streamlined asset allocation framework that they can stand behind with conviction Deploy both neo-classical and behavioral ...
This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process.