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We recently spoke with Harold Evensky, President of Evensky & Katz, to understand his perspective on strategies for managing retirement assets. For Harold, it all boils down to these four points:

1. Don’t try to maximize returns, maximize the probability that your clients will    achieve their financial goals.

2. Follow a “five-year mantra”

3. Keep abreast of changes on the retirement planning horizon

4. Take advantage of tools to support holistic planning

Help your clients better prepare for the future
A discussion with Harold Evensky on managing retirement assets
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Morningstar
 

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