Book Details

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. Evenshy 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 anti 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.