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By Staff Writer |
April 1, 2005
Here's my list of the best marketing books (modesty prevents me from mentioning any written by a certain L. Chambers). To order, you can visit...
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By Staff Writer |
March 30, 2005
John D. Fox, co-manager since May 2000 S&P Rank: 4 Stars Winning the Waiting Game
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By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne |
November 1, 2004
Ken Robinson had a question about his mortgage. After meeting with his banker, Robinson--an independent financial advisor and founder of Cleveland-based Practical Financial Planning--decided to...
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By Staff Writer |
May 1, 2004
Who are the people who will most affect the way you practice your profession in the years ahead? We humbly submit the 2004 IA 25,...
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By Staff Writer |
January 1, 2004
Evensky, Brown & Katz 2333 Ponce de Leon Boulevard, Penthouse Suite 1100 Coral Gables, Florida 33134-6622 Phone: 305-448-8882 or 800-448-5435 www.evensky.com harold@evensky.com o deenakatz@evensky.com Year practice began: 1984 Number of advisors in...
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By Staff Writer |
January 1, 2004
It's a typical evening at the home of renowned financial planners Harold Evensky and Deena Katz: In the study, Gary Brinson is sidling up to...
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By Staff Writer |
July 1, 2003
Being the nation's most quoted financial planner makes Harold Evensky an easy target for those who envy his visibility and influence. But there's a good...
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By Staff Writer |
April 4, 2003
Roger Gibson, president of Gibson Capital Management, in Pittsburgh, Penn., will participate in the panel discussion Real World Planning Considerations in Money Management at the...