400 pages. 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.ISBN:157660165X