Bond strategist looks beyond the Fed to explain market's volatility
But gridlock in Washington may save the day, say industry watchers
Market strategist is positive both on gold and stocks
Lousy performance could mean more volatility, observers say; 'that's how these things get legs'
Moved clients out of long bonds months ago; 'running in front of a steamroller'
Harold Evensky may have written the book on financial planning, but his wife, Deena Katz, is widely credited with paving the way for formal education in the field.