The Investment Think Tank: Theory, Strategy, and Practice for Advisers

"Like many advisers, your stack of investment journals probably keeps growing and growing. Overwhelmed, you just don't have the time to find the best articles. Harold Evensky and Deena B. Katz have done the work for you." (Research magazine, August 2005)

"The offerings here are universally engaging, to the point, and appropriately documented; many are accompanied by useful charts and checklists that support the text. For a broad cross-section of fresh and innovative thinking in the financial planning field, this is a most stimulating and thought-provoking collection." (Estate Planning, August 2005)

"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
President and CEO, National Financial Partners

"Individual investors today find themselves facing a growing need for sophisticated advice to help secure their family's financial well-being. Harold Evensky and Deena Katz have long been thought leaders in this important area, and their book makes an important contribution by shedding new light on many of its facets."
—Martin L. Leibowitz
Managing Director, Morgan Stanley
Coauthor, Inside the Yield Book

"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. I salute Harold Evensky and Deena Katz for their continuing efforts to improve the quality of the financial planning professional's performance."
—Thomas A. James
Chairman and CEO, Raymond James Financial, Inc.

"A great read, packed with valuable information from some of the best minds in the business."
—J. Thomas Bradley, Jr.
President, TD Waterhouse Institutional Services