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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