The Investment Think Tank: Theory, Strategy, and Practice for Advisers
- Book Review,
by Harold Evensky
Charlie Haines, MBA, CFP, President and CEO, Charles D. Haines, LLC
"All serious practitioners should take the time to read The Investment Think Tank."
Jessica M. Bibliowicz, President and CEO, National Financial Partners
"There's something here for even the most seasoned inthe business. And if you're new at the game, pay close attention."
J. Thomas Bradley, Jr., President, TD Waterhouse Institutional Services
"A great read, packed with valuable information from some of the best minds in the business."
Martin L. Leibowitz, Managing Director of Research, Morgan Stanley, co-author, Inside the Yield Book
Makes an important contribution by shedding new light on many of its facets.
Book Description
Plenty of novelty acts in investment management have their fifteen minutes of fame only to fade into the vast collection of notions we wish we'd never heard of—sometimes not before they've done a fair amount of damage. The ideas that last—the ones that truly make a difference in building wealth—are the ones that have survived the vetting of the people in the profession who make it their business to find out what really works and why. Harold Evensky and Deena Katz invited some of those authorities to tell you about the strategies they believe are essential to know today. Twenty-seven thinkers answered the call. Here's a sampling of some you may know: Jean Brunel challenges how we manage taxable accounts and offers a better way. Gary Gastineau and Craig Lazzara propose a new investment vehicle—the multiple-share-class fund. Mark Hurley offers methods and cautions on the mainstreaming of alternative investments. Timothy Kochis presents strategies for unraveling concentrated stock positions. Don Phillips discusses a new methodology for incorporating funds into an investment portfolio. William Reichenstein introduces a holistic approach to asset allocation that incorporates both the impact of taxes and a client's extended portfolio. Whether your most pressing questions are about insurance wrappers or assessing risk tolerance, fund analysis or financial gerontology, you'll find intriguing answers here. The Investment Think Tank can earn you twelve hours of continuing education credit from the CFP Board of Standards. See the exam inside the book.
About the Author
Harold Evensky is chairman of Evensky, Brown & Katz, a financial-advisory firm in Coral Gables, Florida. Deena 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. 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.
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