Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets
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.
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Recent Insights
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Redefining Retirement: How to Repurpose After a Successful Career
A recent report from the Financial Planning Association hit on something we see all the time: people can have their financial ducks in a row for retirement, but emotionally? They’re often miles behind. It makes sense. Leaving a long, successful career isn’t just about money; it shakes up your routine, your social life, and even…
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The Growing Phenomenon of Grey Divorce: What Older Couples Should Know
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Roxanne Alexander
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H. Frances Reaves, Esq.
While divorce rates have generally declined in recent decades, one demographic has bucked this trend: couples over the age of 50. Dubbed “grey divorce,” this growing phenomenon presents unique challenges that younger divorcees typically don’t face. As empty nests, changing social norms, and desires for personal fulfillment drive more long-term marriages apart, those involved must…
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SECURE 2.0 Roth Catch-Up Rule: What High Earners Need to Know Before 2026
Beginning January 1, 2026, a key provision of the SECURE Act 2.0 will take effect that reshapes how retirement plan catch-up contributions are handled. Known as the SECURE 2.0 Roth catch-up rule, this change will require anyone age 50 or older who earned more than $145,000 in wages from their employer in the previous year…
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The Backbone of Your RIA: Building a Best-in-Class Client Services Team
In a competitive wealth management landscape, your Client Services team can be your greatest differentiator. A thriving Registered Investment Advisory (RIA) firm isn’t just built on strong financial planning and investment strategies—it’s also built on an exceptional Client Services team. The Client Services department is the backbone of client relationships, ensuring that every interaction is…
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NewsLetter, Vol. 18, No. 2 – September 2025
Delve into candid musings and insightful reflections from one of our founders. A refreshing take on the world of finance—straight from the source.
