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Editorial Reviews. From the Back Cover. The breakthrough technique that outperforms asset ASSET DEDICATION: How to Grow Wealthy with the Next Generation of Asset allocation is one of today's bestknown investment approaches.
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She was awarded the CFA charter in Michael Edesess is an accomplished mathematician and economist with experience in the investment, energy, environment, and sustainable development fields. In , he became a founding partner of the Lockwood Financial Group and served as its chief economist until the firm was sold to The Bank of New York in September His articles appear regularly in Advisor Perspectives. Harold is an internationally recognized author and speaker on investment management and financial planning topics, and has been the recipient of numerous industry awards.

Ray has worked in the financial advisory industry for four decades. He has been a featured speaker for many organizations, as well as at business conferences throughout the United States. For over 10 years, he hosted radio's "Talking Money" and authored several articles, videos, and CDs on various financial topics including living trusts, IRAs, college financial aid, asset protection, estate planning, and Section plans.

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Michael Finke is a professor and director or retirement planning and living in the personal financial planning department at Texas Tech University in Lubbock, Texas. Michael served as president of the American Council on Consumer Interests and as the editor of the Journal of Personal Finance and a contributing editor to Research Magazine.

His research interests include household investment and intertemporal choice, behavioral personal finance, agency costs of financial planning, retirement income planning, risk tolerance assessment and aggregate trends in household portfolio allocation. Deborah Fox is CEO and Founder of San Diego-based Fox Financial Planning Network FFPN , a company nationally known for its comprehensive set of resources that enable advisors and the institutions that serve them to increase profitability, ensure compliance and scale their businesses to grow.

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Fox has been a practicing financial advisor since and is known nationally for her unique approach to holistic financial planning and wealth management services as well as her specialty planning company, Fox College Funding LLC. Marjorie L. She has been honored to testify before Congress on financial literacy and Social Security reform, the DOL regarding their fiduciary rule making, and the Middle Class Prosperity Project Forum on conflicts of interest in financial services.

As vocal advocate for financial education and the fiduciary duty, Sheryl is often interviewed on national media. Jennifer has over 20 years of experience, having created an advisory business at age 26, serving as COO for a wealth and tax firm, and being instrumental in improving the operations of one of the largest family office practices.

Jonathan T.

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His specialties include retirement income planning and investment management, with an emphasis on asset distribution and income tax planning. Jon currently serves as a retirement planning columnist for The Journal of Financial Planning and has served as a director of the Financial Planning Association. Stephen J. Huxley is the chief investment strategist of Asset Dedication, LLC , a provider of asset-management services to independent advisors, and also a professor at the University of San Francisco, where he teaches Data Analysis, Decision Modeling, and Personal Finance.

He has received top awards for teaching, research and service at USF, and has been published in many academic journals and conferences. He won the National Franz Edelman Competition for Outstanding Achievement in Management Science the highest award given by the profession for his work in developing optimal police patrol scheduling systems.

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The focus of Dr. His in-depth housing and commercial real estate market articles have been posted regularly on major websites such as Business Insider, Real Clear Markets, Minyanville, Family Office Review and MarketWatch. Keith has been interviewed extensively in the media.

Keith is a graduate of Cornell University and received both an M. He is regularly interviewed by the financial press, trade journals, newspapers, television news shows and consumer finance magazines and is frequently featured in Morningstar. Steven specializes in working with physicians and the general medical community. Jared has also written several articles on topics such as retirement planning and investment policy. Tim Kochis is the chief executive officer of Kochis Global , a California-based firm devoted to helping firms and individuals in developing markets learn how to emulate the success of independent firms in developed markets.

Prior to that, he was the CEO and chairman of Aspiriant, a California-based registered investment adviser. He has been recognized for his contributions to the industry, and has received numerous awards from organizations including the FPA, Charles Schwab, the U.


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He is a year veteran of the financial services industry. He can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. Barry has worked in the financial services industry for over thirty-five years. He brings a wealth of practice management, business building, and investment management consulting experiences to client engagements. He has spoken frequently at industry events over the years on subjects ranging from investment analysis, client profiling, money manager style analysis, investment consulting, advisor training and other topics.

He is the author or co-author of a number of articles on various aspects of the practice of investment management consulting.

Jerry Miccolis is principal and chief investment officer with Brinton Eaton , a Madison, NJ-based wealth management firm. Jerry specializes in financial planning, risk management, investment research and portfolio management. Jerry has chaired numerous professional committees and is a widely quoted author and speaker on the subject of strategic risk management, investment management, and their inter-relationship. Rick Miller has worked in financial services for over twenty years, first as a management consultant, then in product and business development at Scudder Investments, and now at Sensible Financial, which he founded in Financial Advisor magazine ranked Sensible Financial as one of the fastest growing registered investment advisory RIA firms in both and He is a strong advocate for the Life Cycle Planning and Investing approaches within the profession, and frequently conducts professional seminars on those subjects.

He has been quoted in the Boston Globe, businessweek. Dan has over 20 years of experience in investment management and financial planning. In , Dan completed five years of service on the Board of Directors of the Financial Planning Association, including serving as its president and chairman. Dan currently serves as a trustee for the Foundation for Financial Planning. Michael Nairne is president of Tacita Capital Inc.

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He has spoken internationally on advanced asset allocation and other investment topics relevant to high net worth families. He has more than 25 years of leadership experience in the retirement plan industry, including nearly 15 years in which he led operations, sales and marketing teams as president of Transamerica Retirement Solutions. He is also the founder and chairman of Saving Re-Imagined, an effort to create a non-branded public service campaign to change beliefs around the benefits of saving and the achievability of financial security.

Over his year career, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts and others in all areas of investment and wealth management. Tom has earned some of the most prestigious credentials in the industry. Underwood Distinguished Service Award.

Wade Pfau is a professor of retirement income in the new Ph.

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He is a frequent author on topics related to financial planning and writes a monthly article for Advisor Perspectives. He has received awards for his contributions from The Journal of Financial Planning and the Retirement Income Industry Association and is a frequent speaker at national conventions. John Rekenthaler is vice president of research for Morningstar.

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The former project consists of comprehensive reports on 20 of the largest U. Rekenthaler previously served as president of Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Ron is currently the owner and principal of ScholarFi, Inc. He is also an assistant professor in the Business Department of Alfred State College, where he serves as a curriculum coordinator for its financial planning program. He was recently named one of Investment Advisor magazine's top 25 most influential persons in the advisory industry.

Ron was also recently awarded the Tamar Frankel Fiduciary of the Year award by the Committee for the Fiduciary Standard for his "fiduciary life of service to others" and for his "enormous contributions to the fiduciary discussion. For over 25 years, Dan has been recognized for his leading-edge insights on attracting and retaining clients. He is also a regular contributor to Advisor Perspectives and other leading advisor publications and has delivered top-rated talks in the United States, Europe, Australia and Southeast Asia.

He has served on the board of directors for NAPFA and has been recognized for his contributions to the financial planning profession by numerous publications, including Forbes, Investment Advisor and Bloomberg. He is frequently quoted in the national news media. He is also the author of the popular blog, Above the Market , which features data-driven analysis coupled with behavioral insights.

He is a frequent speaker at conferences and other industry events. Joe Sheehan is a principal of St. Louis-based Moneta Group , a fee-only financial advisory firm, which he joined in He is an adjunct professor of financial planning at St. Louis University, a co-founder of Tax Strategies, Inc. Advisor Perspectives.