Harold Evensky is chairman of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Deena B. Katz is president. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers. Evensky is the author of Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets; Katz is the author of Deena Katz on Practice Management and Deena Katz’s Tools and Templates for Your Practice. Together they’ve also coedited Retirement Income Redesigned. Both are featured speakers at national and international investment-management and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.
About the Contributors.
Part One. The Portfolio.
1. The Tax-Efficient Portfolio (Jean L. P. Brunel).
2. Death to the Policy Portfolio (William W. Jahnke).
3. A Holistic Approach to Asset Allocation (William W. Jennings and William Reichenstein).
4. Professional Portfolio Design (Harold Evensky).
Part Two. Strategy.
5. Managing Concentrated Stock Positions (Tim Kochis).
6. Managing the Taxable Equity Portfolio (David M. Stein).
7. Tax-Efficient Investing (Thomas J. Boczar and Robert Gordon).
8. A Different Approach to Asset Location (Gobind Daryanani).
Part Three. Investments.
9. Reinventing the Investment Fund (Gary L. Gastineau and Craig J. Lazzara).
10. The Cost and Consequences of Insurance Wrappers (Ben G. Baldwin).
11. Alternative Investments (Mark Hurley).
Part Four. Practice and Theory.
12. Human Capital and Asset Allocation: Is That Client a Bond or a Stock?(Moshe A. Milevsky)
13. Downside Risk Measures: A Brief History (David N. Nawrocki).
14. Fundamental Fund Analysis (Don Phillips).
15. Controlling Longevity Risk in a Retirement Portfolio (Roger G. Ibbotson, Michael C. Henkel, and Peng Chen).
16. Monetary Policy and Investment Returns (John B. Brynjolfsson).
17. Defining Investment Advice (Stephen C. Winks).
Part Five. Clients.
18. Financial Gerontology and Employee Benefits (Neal E. Cutler).
19. Assessing Risk Tolerance: A Micro-Behavioral Finance Case Study (Geoff Davey).
20. The Why of Wealth Management (Ross Levin).
21. Lessons in Behavioral Finance (Meir Statman).
22. Missing Persons: Black Investors and the Stock Market (John W. Rogers Jr.).