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Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor
Welcome to Hello Harold (that’s me, Harold Evensky). I’ve been a practicing financial planner for over three decades; financial planning is my avocation as well as my vocation. I’ve had the privilege of participating in the growth of my profession, serving on the national Board of the International Association for Financial Planning, as Chair of the Certified Financial Planning Board, the International Certified Financial Planning Board of Standards, as well as on advisory boards for Charles Schwab and TIAA-CREF.
In those three decades plus, I’ve seen a great many changes, not only in the markets but also in how investors—and their advisors—respond to them. Some of those responses make very little sense. Financial planning is a powerful tool that can help you develop and maintain the quality of life you want. Unfortunately, there’s a ton of noise and nonsense foisted on investors that can undermine their financial success.
Maybe you’re one of the many unlucky folks who’ve tried using a broker or financial advisor and wound up with one of the few less than ethical ones who had you invest in easy-answer funds that did more for the advisor’s bottom line than yours. Maybe you decided to go it alone. Unfortunately, investing is not a simple task and without a grasp of the fundamentals many investors wind up making costly mistakes. Although there are innumerable books—many of them very good—designed to help you invest wisely, many are too long, too technical, too boring, too commercial, or too simplistic to hold the reader’s attention.
So it’s my turn. I decided my book would be just right—not too long, not too short, not too technical, not too simplistic, not commercial and, most important, fun to read. Hello Harold gives you the foundation you need to navigate the markets and plan your financial future. I take you along with me on phone calls and meetings, conferences and classrooms, and let you eavesdrop on my thoughts, conversations, and brainstorming sessions with clients, colleagues, and students. I introduce you to actionable concepts that will make you a far better investor, with a sound plan for your future. You may even have some fun along the way.
Unlike most books you’re familiar with, don’t feel obligated to move from page one through to the end. Each chapter stands on its own, so you can skip and jump to your heart’s content, chasing subjects you find of interest in any order that appeals to you. No matter where you land, whether it’s cash flow or market timing or taxes or any of a myriad of essential topics, you’re likely to find something you hadn’t considered before in quite that way. Each chapter is designed to give you insights that will improve your financial bottom line and your chances of achieving your financial goals.
In those three decades plus, I’ve seen a great many changes, not only in the markets but also in how investors—and their advisors—respond to them. Some of those responses make very little sense. Financial planning is a powerful tool that can help you develop and maintain the quality of life you want. Unfortunately, there’s a ton of noise and nonsense foisted on investors that can undermine their financial success.
Maybe you’re one of the many unlucky folks who’ve tried using a broker or financial advisor and wound up with one of the few less than ethical ones who had you invest in easy-answer funds that did more for the advisor’s bottom line than yours. Maybe you decided to go it alone. Unfortunately, investing is not a simple task and without a grasp of the fundamentals many investors wind up making costly mistakes. Although there are innumerable books—many of them very good—designed to help you invest wisely, many are too long, too technical, too boring, too commercial, or too simplistic to hold the reader’s attention.
So it’s my turn. I decided my book would be just right—not too long, not too short, not too technical, not too simplistic, not commercial and, most important, fun to read. Hello Harold gives you the foundation you need to navigate the markets and plan your financial future. I take you along with me on phone calls and meetings, conferences and classrooms, and let you eavesdrop on my thoughts, conversations, and brainstorming sessions with clients, colleagues, and students. I introduce you to actionable concepts that will make you a far better investor, with a sound plan for your future. You may even have some fun along the way.
Unlike most books you’re familiar with, don’t feel obligated to move from page one through to the end. Each chapter stands on its own, so you can skip and jump to your heart’s content, chasing subjects you find of interest in any order that appeals to you. No matter where you land, whether it’s cash flow or market timing or taxes or any of a myriad of essential topics, you’re likely to find something you hadn’t considered before in quite that way. Each chapter is designed to give you insights that will improve your financial bottom line and your chances of achieving your financial goals.
- GenresNonfiction
106 pages, Kindle Edition
Published December 15, 2015
41 people are currently reading
23 people want to read
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Displaying 1 - 4 of 4 reviews
July 23, 2022
Easy to understand and comprehed description of investment basics and pitfalls. Although, there is no "all size fit all advises", more general theory. The style is very close to home. Highly recommended.
September 20, 2020
Loved the short vignettes
Easy to read...easy to understand...written for the everyday individual....short stories of each point the author is trying to make,make for an environment of easy learning.....
Truly a must read for everyone thinking about investing and planning their retirement!!!
Easy to read...easy to understand...written for the everyday individual....short stories of each point the author is trying to make,make for an environment of easy learning.....
Truly a must read for everyone thinking about investing and planning their retirement!!!
March 7, 2016
Harold Evensky is one of the most respected names in financial planning, and one of the earliest to embrace the fee-only business model. This book, a short series of vignettes, offers a casual introduction to a number of financial planning concepts. The format makes the book an easy read, but the book still a number of insights into how to be a better investor, and what to look for when investing.
April 21, 2016
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Displaying 1 - 4 of 4 reviews