Praise for: The Investment Think Tank
Theory, Strategy, and Practice for Advisers
edited by Harold Evensky and Deena B. Katz
"All serious practitioners should take the time to read The Investment Think Tank. Harold Evensky and Deena Katz have done it again with a book covering topics important to our industry and critical to our clients' financial success."
Charlie Haines, MBA, CFP
President and CEO, Charles D. Haines, LLC
"It's rare when pragmatism joins forces with pure science, but I expected no less from this team. Harold Evensky and Deena Katz—masters of theory and practice in financial planning—rounded up a winner's circle of investment pros. There's something here for even the most seasoned in the business. And if you're new at the game, pay close attention.
Jessica M. Bibliowicz
Chairman, President and CEO, National Financial Partners
"Given the pressures, demands, and challenges of everyday business, financial advisers can gravitate to formulaic solutions to financial planning. The panoply of issues addressed by a host of financial professionals in The Investment Think Tank should encourage advisers to consider the pitfalls in seeking panaceas, to better understand the vast variety of issues involved with constructing a financial plan, and to appreciate the fiduciary importance of understanding an individual investor's needs, objectives, and psychological concerns in the design process."
Thomas A. James
Chairman and CEO, Raymond James Financial, Inc.
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