Books

Valuation: Measuring and Managing the Value of Companies, Fourth Edition

Average customer rating:

Very fast, superve conditions
Difficult to use, disorganized
Thanks you
new bk delivered within a week
Great Fundamentals, needs more specificty

Valuation: Measuring and Managing the Value of Companies, Fourth Edition
McKinsey & Company Inc. , Tim Koller , Marc Goedhart , and David Wessels
Manufacturer: Wiley
ProductGroup: Book
Binding: Hardcover

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Similar Items:

Valuation WorkBook: Step-by-Step Exercises and Test to Help You Master Valuation
Investment Valuation: Tools and Techniques for Determining the Value of Any Asset, Second Edition
Valuation for Mergers, Buyouts, and Restructuring (Wiley Finance)
Applied Mergers and Acquisitions (Wiley Finance)
Term Sheets & Valuations - A Line by Line Look at the Intricacies of Venture Capital Term Sheets & Valuations (Bigwig Briefs)

Accessories:

Valuation Workbook: Step-by-Step Exercises and Tests to Help You Master Valuation (Wiley Finance)
Valuation: Measuring and Managing the Value of Companies (Wiley Finance)
Valuation: Measuring and Managing the Value of Companies (Wiley Finance)

ASIN: 0471702188

Book Description

Hailed by financial professionals worldwide as the single best guide of its kind, Valuation, Fourth Edition with CD-ROM combines is thoroughly revised and expanded to reflect business conditions in today’s volatile global economy. Valuation provides up-to-date insights and practical advice on how to create, manage, and measure an organization’s value. Along with all-new case studies that illustrate how valuation techniques and principles are applied in real-world situations, this comprehensive guide has been updated to reflect the events of the Internet bubble and its effect on stock markets, new developments in academic finance, changes in accounting rules (both U. S. and IFRS), and an enhanced global perspective. This package contains a solid framework that managers at all levels, investors, and students have come to trust.

Customer Reviews:

Very fast, superve conditions.......2007-06-08

I strickly recommend this shop: just 10 days to Barcelona and new!

Difficult to use, disorganized.......2007-04-12

I used this book for an MBA finance class but I am not keeping it as a reference. I felt it was convoluted and badly organized. It was difficult to look up subjects using the index when you wanted to just crack the book and find a formula or look for something specific. Since that's what I would do if I kept the book as a reference, the value for me is not there. I'm looking for a different book that is better organized and easier to understand for my reference book.

Thanks you.......2007-02-12

I got the book right away and it is still in perfect condition. I am absolutely satify with market order. Thanks you so much.

new bk delivered within a week.......2007-02-11

the shipping fee is free and i got the bk within a week. Most importantly, it's a new bk which price is nearly half of the original price in the bookstore!! awesome!

Great Fundamentals, needs more specificty.......2006-08-24

the direction the book takes you based on fundamentals of valuation is great. But it tends to be "vague" in some places. for example, it would say, "to calculate ROIC, you add up operating assets and subtract operating liabilities (accts payable, notes payable, etc)." it is the "etc's" that are annoying. Because as we all know, every financial statement, in this case, the balance sheets, all have different line items. So, the etc's point in the right direction but only help you out with direction but not specifics.

Average customer rating:

Caveat emptor
Everything you need to know in finance - superb!

The New CFO Financial Leadership Manual
Steven M. Bragg
Manufacturer: Wiley
ProductGroup: Book
Binding: Hardcover

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Leadership | Management & Leadership | Business & Investing | Subjects | Books

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The CFO Handbook
Reinventing the CFO: How Financial Managers Can Transform Their Roles and Add Greater Value
The Vest Pocket CFO
Best Practices in Planning and Performance Management: From Data to Decisions (Wiley Best Practices)
The Controller's Function: The Work of the Managerial Accountant

ASIN: 0470082003

Book Description

Filled with pragmatic insights, proactive strategies, and best practices, The New CFO Financial Leadership Manual, Second Edition is destined to become your essential desktop companion. This thorough guidebook is essential reading for the CFO requiring an overview of strategies, measurement and control systems, financial analysis tools, funding sources, and management improvement tips.

Customer Reviews:

Caveat emptor.......2007-03-09

I browsed the book and found the table of contents to contain many interesting topics. With the "surprise me!" function, I happened upon the Sale and Leaseback discussion, a topic with which I am familiar professionally.

In my view, the author completely failed to grasp sale-leaseback decision analysis. Leasing is another form of debt financing (with some nuances), which can be very expensive and administrative. Rating agencies and competent creditors will simply capitalize your lease payments (at the cost of debt) and treat it as debt. It actually reduces your debt capacity, not increase it as the author suggests (in his excess cash example). Also, having idle excess cash to borrow against is expensive as the cost of debt exceeds the returns you can use on cash. And buying shares (i.e. returning capital) to "prop up" the share price is an irresponsible, simplistic and inaccurate view.

The treatment of the topic surprised me. God help the company with a CFO that would think as the author does.

Everything you need to know in finance - superb!.......2004-07-14

I found this book very complete and comprehensive as a reference source. It covers the strategic and operational perspectives of the finance function. This is one of the best "CFO" books, together with "CFO Architect" and "CFO Handbook". A little bit overpriced - I would have put it in the US$60 range. Reading this book is like taking an advanced course in preparing yourself for the CFO career. It is very didactic and straightforward. A recommendation for the author: in a future edition, you might consider expanding on the topics of international finance, value based management and corporate restructurings.

Average customer rating:

The Handbook of Structured Finance
Arnaud de Servigny , and Norbert Jobst
Manufacturer: McGraw-Hill
ProductGroup: Book
Binding: Hardcover

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Modeling Structured Finance Cash Flows with Microsoft Excel: A Step-by-Step Guide (Wiley Finance)
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Collateralized Debt Obligations: Structures and Analysis, 2nd Edition (Wiley Finance)
Structured Finance Modeling with Object-Oriented VBA (Wiley Finance)

ASIN: 0071468641

Book Description

Stay On Top of Every Major Issue in the Structured Finance Market and Learn Powerful New Models for Identifying, Measuring, Pricing, and Monitoring Your Deals

The Handbook of Structured Finance is a complete guide to the major issues facing investors in the structured finance market. Comprehensive and accessible, it provides the latest techniques for measuring and managing risk, finding optimum pricing, and taking advantage of leverage and market incompleteness, as well as models for debt and equity modeling.

The Fundraising Planner: A Working Model for Raising the Dollars You Need (Jossey-Bass Nonprofit and Public Management Series.)

Average customer rating:

Fundraising Plan
Plan, plan, plan!
Good Intro Book
A "real" working model

The Fundraising Planner: A Working Model for Raising the Dollars You Need (Jossey-Bass Nonprofit and Public Management Series.)
Terry Schaff , and Doug Schaff
Manufacturer: Jossey-Bass
ProductGroup: Book
Binding: Paperback

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Nonprofit Organizations & Charities | Industries & Professions | Business & Investing | Subjects | Books

Advertising | Marketing & Sales | Business & Investing | Subjects | Books

Raising Capital | Small Business & Entrepreneurship | Business & Investing | Subjects | Books

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Similar Items:

How to Write Successful Fundraising Letters
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Successful Fundraising : A Complete Handbook for Volunteers and Professionals
Relationship Fundraising: A Donor Based Approach to the Business of Raising Money
Effective Fundraising For Nonprofits: Real World Strategies That Work

ASIN: 0787944351

Book Description

A good fundraising plan can make a vital difference in the quality of a nonprofit organization's programs and services. It can be the map by which the organization charts and secures its future. This step-by-step guide is designed to help you and your organization construct an operational fundraising plan that is appropriate to your specific funding needs. From meeting deadlines and scheduling special events to creating an overall plan for fundraising activities, The Fundraising Planner ensures that all activities fit together as a whole and support each and every program.

Create an effective overview plan

Formulate a calAndar of events, mailings, and strategies to attract contributions

Draw fundraising ideas from financial data

Strengthen your donor and prospect lists

- Survey your board to refine its mission

Produce a basic funding proposal and press kit

Prepare clear status reports for the board, development staff, and key fundraising participants

Track progress towards your funding goal The authors have organized the workbook into four sections corresponding to the main stages of designing a fundraising plan:

Understanding the Big Picture
Deciding Plan Inputs
Putting the Plan Together
Monitoring the Plan

Within each section, chapters detail how to master an essential fundraising skill and offer "To Do" exercises to reinforce learning. The exercises allow you to build a cogent, practical fundraising plan. Additionally, there are real-life examples reflecting current fundraising issues across the country. The Fundraising Planner provides easy-to-follow advice to fundraisers from organizations of all sizes. With this valuable guide, you and your team can achieve greater efficiency in the day-to-day challenges of fundraising.

Customer Reviews:

Fundraising Plan.......2007-04-23

Great tool for fundraising planning. Workable model for creating a donation and fundraising plan for nonprofit companies.

Plan, plan, plan!.......2004-12-30

The Fundraising Planner does a nice job covering the "particulars" of planning without losing sight of the bigger picture. Like other titles in the Jossey-Bass series, this guide is helpful in structuring an approach and strategy for raising funds. Practical and well-written.

Good Intro Book.......2004-01-31

This is a pretty solid introductory book to fundraising, donor management, proposals, etc. If you are new to the business I would definitely recommend it, though more experienced people might not find it quite as helpful. (though there are still a some good nuggets of information)

A "real" working model.......2001-05-24

Terry & Doug Schaff have provided a virtual road map in The Fundraising Planner. The information is presented in a clear and well thought out manner presenting information that can be seamlessly inserted into your current programs. The planner illustrates how to develop, plan and implement the strategies necessary to conduct successful and accountable fundraising activities.

This book truly has something for everyone. From the neophyte to the seasoned professional, the Schaffs have provided a tool that will take your plans to the next level. The planner truly is a step-by-step guide that does not insult the reader with coddling phrases and usless data. Each chapter delves ever deeper into the raison d'etre for each mechanism used to move the fundraising process.

As a Development Director I found many applications within the planner that I can utilize to complement my planning activities. The real world applications provided after each step are valuable exercises as you facilitate your yearly planning process. The information presented is very timely, relevant and useful.

Book Description

Written for controllers, CFOs, accounting managers, and business managers, Fast Close incorporates Steven Bragg’s own personally tested guidelines to help professionals speed up the closing process, especially in response to Sarbanes-Oxley’s more time-sensitive requirements. Bragg outlines numerous key improvements that, when gradually implemented together, are guaranteed to shrink the closing process down to as little as one day. Chock-full of helpful flowcharts and checklists to help readers prevent delays and bring accounting department closing procedures up to date, Fast Close explores specific instructions for closing faster, common areas of delay and how to overcome them, required controls to keep financials accurate despite the fast close, and much more. Create financial statements faster . . . much faster . . . with the expert guidance found in Steven Bragg’s Fast Close.

Buy Low, Sell High, Collect Early and Pay Late: The Manager's Guide to Financial Survival

Average customer rating:

Best little Finance Book I have read
Dr. Levin is the guru of simplifying business concepts

Buy Low, Sell High, Collect Early and Pay Late: The Manager's Guide to Financial Survival
D. Levin
Manufacturer: Prentice Hall Trade
ProductGroup: Book
Binding: Hardcover

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The Executive's Illustrated Primer of Long-Range Planning

ASIN: 0131094394

Customer Reviews:

Best little Finance Book I have read.......2007-01-30

I have been involved in finance in the construction industry for over 25 years. Of all of the books I have read on the subject Dr Levin's book is the most straight forward and in many ways the most valuable. He presents the world of finance in a simple common sense sort of way which is down to earth and easy to absorb. "Cash is King" and "Follow the Cash" stick with the basics and avoid the over complications that humans seem to love to add to everything in life. Read his book and you will find the time it takes to be very rewarding. Cheers!

Dr. Levin is the guru of simplifying business concepts.......2002-08-03

I have read this book, plus I had Dr. Levin as a professor in the Kenan-Flagler School of Business at UNC-Chapel Hill. He was a great teacher and his book's style and way of conveying business concepts was equally satisfying. This is not a book for the scholar, rather it is a very good book for those that want a quick, but substantive way to grasp the basics of everyday business. The title also belies Dr. Levin's laid back and easy-going style and sense of humor. He teaches and writes using sometimes folksy, but always perceptive stories and examples of the concepts and points he is trying to convey. If you want to get the basics of how a business operates, how cash flow works and why it is important, why "buying low and selling high" are not only simple concepts but critical guidelines for any business, of any size or scale or complexity . . . then Dr. Levin's book is for you.

Financial Risk Manager Handbook (Wiley Finance)

Average customer rating:

A must-have for the FRM exam
very satisfied
Good enough for what it claims
I Wish I Hadn't
Pro?! Huh?

Financial Risk Manager Handbook (Wiley Finance)
Philippe Jorion , and GARP
Manufacturer: Wiley
ProductGroup: Book
Binding: Paperback

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Financial Risk Manager Sample Review Test CD-ROM
Options, Futures and Other Derivatives (6th Edition)
Value at Risk, 3rd Ed.
The Fundamentals of Risk Measurement
Risk Budgeting: Portfolio Problem Solving with Value-at-Risk (Wiley Finance)

ASIN: 0471706299

Book Description

An essential guide to financial risk management and the best way to ace the GARP FRM(r) Exam
The Financial Risk Management Exam (FRM Exam) is given by the Global Association of Risk Professionals (GARP) annually in November for risk professionals who want to earn FRM certification. Written with the full support of GARP and providing questions and solutions from previous exams, this is the definitive guide for those preparing to take the FRM Exam as well as a valued working reference for risk professionals.
Phillipe Jorion, PhD, MBA (Irvine, CA), is a Professor of Finance at the Graduate School of Management at UC Irvine. The Global Association of Risk Professionals (GARP) oversees the FRM(r) Certification Program and is the leading association for risk professionals, with over 38,000 members worldwide.

Customer Reviews:

A must-have for the FRM exam.......2006-11-03

Jorion's book is indispensable (and, in my experience, sufficient) when preparing for the FRM exam; if you are taking it, think no more. An added bonus is the impressive number of typos and errors to test your knowledge :)

very satisfied.......2006-07-30

good to have a wide range of subjects in one handbook. it seems I don't need the other library for my everyday work

Good enough for what it claims.......2006-05-05

The people who have written reviews primarily have gripes that they didn't pass. They must have thought the book was THE ONLY RESOURCE they would need. I used this book and I did pass the exam. It wasn't the only resource I used though.

The publishers of the book even claim that using only this book will not help you pass the exam. It is an OVERVIEW text. It is a primer to help you delve into the material. This book will not substitute the large amount of qualitative reading and equation memorization that you'll need to do in order to pass.

I give it a 4 mainly because the book does what it claims and because some of the more negative reviews are too far-fetched. Remember to buy the version that applies to your test year.

I Wish I Hadn't.......2006-03-30

This book cost me the FRM last year. I made it the center of my study program. The book's writing is atrocious; there are gaps in what is covered; and there are many errors and misstatements. I wasted six weeks struggling with this book. When I finally realized my mistake, it was too late to rescue my study program, and I failed the exam. I am very disillusioned with Jorion and GARP. This shoddy, overpriced paperback makes me think they are in it just for the money. This year, I have signed up for the CFA exam instead. So far, I have been very impressed with their study materials.

Pro?! Huh?.......2006-01-08

Not detail in explaining concepts
Too few numerical examples
Content far too simple to be a desktop ref. in the dealing rm.
Poor editing and formatting
90% similar to the earlier edition.

Valuation: Measuring and Managing the Value of Companies, 2nd Edition

Average customer rating:

Nothing spectacular
Waste of Time
Good but bad Excel support
User-unfriendliness at its best
Logic jumps

Valuation: Measuring and Managing the Value of Companies, 2nd Edition
Tom Copeland , Tim Koller , and Jack Murrin
Manufacturer: John Wiley & Sons Inc
ProductGroup: Book
Binding: Hardcover

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Valuation WorkBook: Step-by-Step Exercises and Test to Help You Master Valuation
The Dark Side of Valuation
Valuation: Measuring and Managing the Value of Companies, Fourth Edition
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Business Analysis and Valuation: Using Financial Statements, Text and Cases

ASIN: 0471009938

Book Description

The spreadsheet for Valuation 3e is an easy-to-use, interactive tool that allows users to plug values into the valuation model developed in the book. The user inputs a company's historical income statements, balance sheet information, and economic forecast assumptions to produce a functional model in which potential cash flow, economic profits, and other pertinent metrics are determined to estimate the value of a company.

Valuation 3/e is a thorough update and revision of the best-selling Valuation 2/e. Valuation 3/e provides crucial insight into how a company's value can be determined and measured, managed and maximized.

System Requirements:
Pentium II PC or greater
Windows 98 or later
128MB RAM
20MB Hard Disk Space
Excel 97 / 2000 (Alone or part of Office 97 / 2000) w/Report Manager & Analysis ToolPak installed and enabled.
( Note: Formulas & Computations are not guaranteed in later versions of Excel)
Video Display: 800 x 600 recommended

Customer Reviews:

Nothing spectacular.......2006-04-03

Unfortunately, for all the name brand that this book conveys, I think the cover seems to be the most intriguing part. There are much better ways for book peddling and the fact that a firm such as McKinsey allowed their name on the title of a book for the sake of a few sales, boggles this readers mind. The subject matter seems to be along the lines of the bull session with all bull and no session. No actual quantitative analysis is used throughout the book, and if anything more than an encyclopedic definition is learned from this book, I would be astounded. Save some money and go search online for some basic books on beginning valuation. By the way, those giving 5 stars either can't read English very well or are shills for McKinsey.

Waste of Time.......2005-04-12

Any book by Damodaran is far better for business managers and portfolio managers.

For portfolio managers, estimating the cash-flows is a small part of the valuation process, the easiest. As the financial field and practice is becoming more and more quantitative, the cutting edge of asset pricing is to estimate time-varying risk premiums. Actually, almost 90% of variation in stock prices come from risk shifts, not from news on company cash-flows.

If you are interested in asset pricing i would suggest a mix of damodaran (20%) and "Asset Pricing" by John Cochrane (80%).

Good but bad Excel support.......2004-01-29

I liked this book. In Russia it is one of the most popular books on valuatuion. But when I can get the perfect excel support for Investment Valuation by Aswath Damodaran or good web support for Valuation Methods and Shareholder Value Creation by Pablo Fernandez, I ask the authors, why don't they put supporting material in disk? I think that the price of their sowtware ($94.50) is too high compairing with the book ($56 with discount), because there is no supporting materials - only 1 spreadsheet (from my point of view does not conform to McKinsey, as the leader of consulting business). I hope, for the 4-th edition we will have a good excel support.

User-unfriendliness at its best.......2003-01-11

Hmm I wonder if those giving this book five stars actually work for McKinsey. As a practioner, I don't know anyone in the industry who has actually read this book. It looks impressive on the bookshelf, but the content is anything but impressive. A lot of topics are covered, but each one only superficially and the writing is extremely dry and boring. I actually found reading this volume *painful*, and I'm supposed to like this stuff since I do it for a living! My advice for any potential buyer is read a few chapters first before you shell out for it.

Logic jumps.......2003-01-02

This book is useful if you're already quite familiar with common valuation methods and can fill in the jumps & gaps. However, if any of the areas you're looking at is new to you or if you would like a more logical, well-reasoned approach or simply a discussion of all the various valuation methods in use, buy Damodaran's text instead.

This book was the prescribed & provided reference in the Corporate Finance department I worked in but most of my colleagues and I purchased our own copies of Damodaran's text "Investment Valuation, Wiley, Aswath Damodaran", which is superior in breadth as well as logical description of valuation processes.

The Handbook of Financing Growth: Strategies and Capital Structure (Wiley Finance)
Average customer rating:

Good Value For Time Invested in reading

Reads like a great novel for the Entrepreneur

Excellence in Grwoing companeis

This handbook should be on every entrepreneur's bookshelf

Good Read, worth the price

The Handbook of Financing Growth: Strategies and Capital Structure (Wiley Finance)
Kenneth H. Marks , Larry E. Robbins , Gonzalo Fernandez , and John P. Funkhouser
Manufacturer: Wiley
ProductGroup: Book
Binding: Hardcover

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Term Sheets & Valuations - A Line by Line Look at the Intricacies of Venture Capital Term Sheets & Valuations (Bigwig Briefs)

Deal Terms - The Finer Points of Venture Capital Deal Structures, Valuations, Term Sheets, Stock Options and Getting VC Deals Done (Inside the Minds)

Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests

Principles of Private Firm Valuation (Wiley Finance)

Mastering the Rockefeller Habits: What You Must Do to Increase the Value of Your Growing Firm

ASIN: 0471429570

Book Description

An in-depth look at the strategies, capital structure, and fund raising techniques for emerging growth and middle-market companies.

Here is a comprehensive and practical guide to understanding and applying the basics of corporate finance to emerging growth and middle-market companies. Using empirical data and actual company cases to illustrate capital structures and financing approaches, the book provides a detailed discussion of the many funding instruments, from traditional bank loans and asset-based financing to different types of private equity and other creative solutions; the types of funding sources and their expected rates of returns; and typical deal terms.

Download Description

"An in-depth look at the strategies, capital structure, and fund raising techniques for emerging growth and middle-market companies.

Customer Reviews:

Good Value For Time Invested in reading.......2006-12-29

If you're a startup or an entrepreneur...you have very little time and/or few sources of quality information.

This book gives you the big picture, it also gives you many details that are hard to get...it's the best investment you can make with your time.

Reads like a great novel for the Entrepreneur.......2006-10-05

If you are like me, you read a lot of books to help you become a better Entrepreneur, looking for those tasty morsels that give you ideas or methods to succeed in growing your business.

This books is one of the few of its kind that I could not put down. Each section was interesting and most were relevant. I am sick of reading about pure high tech and software only plays. This book is not only very educational, it is a reference manual that never leaves my desk. The Database of funding sources is invaluable.

Excellence in Grwoing companeis.......2006-04-13

Whether you are a start-up, growing a business or just interested in business reading, Kenneth H.Marks provides a clear insight into topics and issues required by any business person. Thought I understood finance until I read this book and located gaping holes in my understanding. Would recommend this book for any business course- it fills in the knowledge gaps that business schools leave.

This handbook should be on every entrepreneur's bookshelf.......2005-10-19

This book is truly incredible! As the co-owner of a full service commercial finance intermediary firm, we are always looking for valuable and concise resources to draw upon for in-depth information regarding the very vast world of corporate finance. This book is it. It doesn't matter if you are an entrepreneur, student, or financial professional, this book covers every aspect of corporate financing options. I have used the "Financing Source Directory" numerous times to locate finance companies based on area of expertise and required funding. Our job as financial intermediaries is to not only educate our clients based on the best source of financing according to their respective needs but to also have a vast database of finance professionals to call upon in order to successfully facilitate our clients funding requirements. The "Financing Source Directory" and the material in this book provide just that and more. The investment price for the book is worth the directory alone. If you're trying to locate funds for your company or if you would like to have a better understanding of how to finance a growing organization, go buy this book.

Good Read, worth the price.......2005-09-15

Yes, this is an excellent book that all entrepreneurs should read. It sets forth the basics for financing early stage and growth oriented firms. The data base alone is worth the price of the book.
I do believe that more space should be dedicated to possible exit strategies. This book still gives a glimmer of hope for an IPO. A more practical examination of practical exits is warranted.
Several years ago almost all of my clients were seeking the IPO as an exit. I still occasionally get a start-up client seeking an IPO, but that is rare. And, they quickly learn how difficult the process is and how unlikely the odds are.
Additionally, in my opinion, it does not give justice to the difficulty of even finding start-up capital. Too many VCs are busy bailing out prior investments to fund new ventures. Of course, this will change over time, hopefully. A requirement for revenue growth and profits is moving some VCs into the mezzanine area instead of venture funding.
I would highly recommend this book for either an entrepreneur considering a new venture or for an established business owner requiring growth oriented funding.

Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets

Average customer rating:

A Great Treatise on Wealth Management
Excellent mixture of practical advice and theory
A must read for all investment advisors!

Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets
Harold R. Evensky
Manufacturer: McGraw-Hill
ProductGroup: Book
Binding: Hardcover

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Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers
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Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor

ASIN: 0786304782

Book Description

``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.

Customer Reviews:

A Great Treatise on Wealth Management.......2001-07-20

Mr. Evensky's book has had a profound impact on my wealth management philosophy. He is very effective in blending the broad scope of investment management theory with "real world", practical application. I found it particularly useful because it is not a book written by an academic who has never sat across the table from a client and held their hand through the good times and the tough. This is a must read for any serious manager of wealth.

A. Todd Black, CFP

Excellent mixture of practical advice and theory.......1999-02-27

I had expected a typical fluff, despite Evensky's fine reputation. I has very surprised at this mixture of practical advice and theory. Pointers are given to other sources for those more theoretically inclined. Some of the practical advice (software recommendations and such) won't age as gracefully as the text itself, these packages will become obsolete before the book. Nevertheless, I'd highly recommend it for anyone who is looking to understand the basics of risk/reward, the importance of asset allocation, and the theoretical material that led to these ideas.

A must read for all investment advisors!.......1997-03-16

Harold generously shares his knowledge, not only in solid investment thought, but in practical application. If you've ever wanted to know how to practically apply investment research to your own portfolios, this is the book that will do it

Books:

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