''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.
Harold's dilligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.
Harold Evensky is the dean of financial planning in America. For years, he has contributed unselfishly to the advancement of his chosen profession. With the publication of Wealth Management, however, Evensky does his previous efforts one better by outlining the development of a whole new field, wealth management. If you're curious about the future of financial planningg, you'll want to listen to the dean.