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02891aam a2200265 a 4500 001 43406A16F54811E4AA846F8ADAD10320 003 SILO 005 20150508010107 008 081218s2009 njua b 001 0 eng 010 $a 2008051537 020 $a 0470381132 (cloth) 020 $a 9780470381137 (cloth) 035 $a (OCoLC)260206918 040 $a DLC $b eng $c DLC $d UKM $d C#P $d BTCTA $d YDXCP $d BWX $d CDX $d SOI $d GBVCP $d BAKER $d ZWZ $d BDX $d IOJ $d SILO 245 00 $a Private wealth : $b wealth management in practice / $c [edited by] Stephen M. Horan. 260 $a Hoboken, N.J. : $b Wiley, $c c2009. 300 $a ix, 564 p. : $b ill. ; $c 26 cm. 490 1 $a CFA Institute investment perspectives series 504 $a Includes bibliographical references and index. 505 00 $t Explaining after-tax mutual fund performance / $t Future of retirement planning / $r James D. Peterson ... [et al.]. $t Is personal finance a science? / $r Paul A. Samuelson -- $t Lifetime financial advice : human capital, asset allocation, and insurance / $r Roger G. Ibbotson ... [et al.] -- $t Theory of optimal life-cycle saving and investing / $r Zvi Bodie, Jonathan Treussard, Paul Willen -- $t Is conventional financial planning good for your financial health? / $r Laurence J. Kotlikoff -- $t Life care annuity / $r Mark J. Warshawsky -- $t Longevity annuity : an annuity for everyone? / $r Jason S. Scott -- $t Sustainable spending rate without simulation / $r Moshe A. Milevsky, Chris Robinson -- $t Asset allocation without unobservable parameters / $r Michael Stutzer -- $t Investment management for taxable private clients. $t Investment management for taxable private investors / $r Jarrod Wilcox, Jeffrey E. Horvitz, Dan diBartolomeo -- $t Core/satellite strategies for the high-net-worth investor / $r Clifford H. Quisenberry -- $t Higher equity risk Premium created by taxation / $r Martin L. Leibowitz -- $t Tax deferral and tax-loss harvesting / $r Jeffrey E. Horvitz -- $t Tax management, loss harvesting, and HIFO accounting / $r Andrew L. Berkin, Jia Ye -- $t Investing with a tax-efficient eye / $r Robert N. Gordon -- $t Diversifying concentrated holdings / $r Scott D. Welch -- $t Hedging low-cost-basis stock / $r Robert N. Gordon -- $t Tax efficient wealth accumulation. $t Tax-advantaged savings accounts and tax-efficient wealth accumulation / $r Stephen M. Horan -- $t After-tax asset allocation / $r William Reichenstein -- $t Withdrawal location with progressive tax rates / $r Stephen M. Horan -- $t After tax performance measurement. $t After-tax performance evaluation / $r James M. Poterba -- $t Taxable benchmarks : the complexity increases / $r Lee N. Price -- $t Explaining after-tax mutual fund performance / $r James D. Peterson ... [et al.]. 700 1 $a Horan, Stephen Michael. 830 0 $a CFA Institute investment perspectives series. 941 $a 1 952 $l UXAX826 $d 20150508031902.0 956 $a http://locator.silo.lib.ia.us/search.cgi?index_0=id&term_0=43406A16F54811E4AA846F8ADAD10320Initiate Another SILO Locator Search