Private wealth : wealth management in practice / [edited by] Stephen M. Horan

Livre

Edité par Wiley. Hoboken, N.J. - 2009

The future of retirement planning / Robert C. Merton. Is personal finance a science? / Paul A. Samuelson. Lifetime financial advice: human capital, asset allocation, and insurance / Roger G. Ibbotson ... [et al.]. The theory of optimal life-cycle saving and investing / Zvi Bodie, Jonathan Treussard, and Paul Willen. Is conventional financial planning good for your financial health? / Laurence J. Kotlikoff. The life care annuity / Mark J. Warshawsky. The longevity annuity: an annuity for everyone? / Jason S. Scott. A sustainable spending rate without simulation / Moshe A. Milevsky and Chris Robinson. Asset allocation without unobservable parameters / Michael Stutzer. Investment management for taxable private investors / Jarrod Wilcox, CFA: Jeffrey E. Horvitz and Dan diBartolomeo. Core/satellite strategies for the high-net-worth investor / Clifford H. Quisenberry. The higher equity risk Premium created by taxation / Martin L. Leibowitz. Tax deferral and tax-loss harvesting / Jeffrey E. Horvitz. Tax management, loss harvesting, and HIFO accounting / Andrew L. Berkin and Jia Ye. Investing with a tax-efficient eye / Robert N. Gordon. Diversifying concentrated holdings / Scott D. Welch. Hedging low-cost-basis stock / Robert N. Gordon. Tax-advantaged savings accounts and tax-efficient wealth accumulation / Stephen M. Horan. After-tax asset allocation / William Reichenstein. Withdrawal location with progressive tax rates / Stephen M. Horan. After-tax performance evaluation / James M. Poterba. Taxable benchmarks: the complexity increases / Lee N. Price. Explaining after-tax mutual fund performance / James D. Peterson ... [et al.].

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