Please register below for this Smart Decisions whitepaper.

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

Read this whitepaper to get all the details!

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

Copyright © byallaccounts. All rights reserved. Privacy