Harold Evensky

Harold Evensky
Harold Evenskyis a Certified Financial Planner, an Accredited Investment Fiduciaryand president of Evensky & Katz, a fee-only financial planning firm. He is also an author, editor, and engineer...
black cases disparate gray simpler tragic
The special-needs cases are more tragic in some ways, but they can be simpler conceptually, ... Because it's more black and white. But the ones that are gray are where you have disparate incomes.
couple immediate people types
People have historically benefited from a couple of different types of immediate annuities.
depends eat sleep
I always say, it depends if they want to eat well or sleep well,
beat caps large surprised
I'm not surprised by the turnaround. I was only surprised that large caps beat everything else for so long.
last people year
Last year people said it was a 'new era,' ... If anything, the 'new era' is dead.
five likely question whether
When they're not likely to live more than five years, you've got to question whether they need to be in stocks.