The Locator -- [(author = "Horan James")]

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Title:
Private wealth : wealth management in practice / [edited by] Stephen M. Horan.
Publisher:
Wiley,
Copyright Date:
c2009
Description:
ix, 564 p. : ill. ; 26 cm.
Other Authors:
Horan, Stephen Michael.
Notes:
Includes bibliographical references and index.
Contents:
Explaining after-tax mutual fund performance / Future of retirement planning / James D. Peterson ... [et al.]. Is personal finance a science? / Paul A. Samuelson -- Lifetime financial advice : human capital, asset allocation, and insurance / Roger G. Ibbotson ... [et al.] -- Theory of optimal life-cycle saving and investing / Zvi Bodie, Jonathan Treussard, Paul Willen -- Is conventional financial planning good for your financial health? / Laurence J. Kotlikoff -- Life care annuity / Mark J. Warshawsky -- Longevity annuity : an annuity for everyone? / Jason S. Scott -- Sustainable spending rate without simulation / Moshe A. Milevsky, Chris Robinson -- Asset allocation without unobservable parameters / Michael Stutzer -- Investment management for taxable private clients. Investment management for taxable private investors / Jarrod Wilcox, Jeffrey E. Horvitz, Dan diBartolomeo -- Core/satellite strategies for the high-net-worth investor / Clifford H. Quisenberry -- 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, 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 efficient wealth accumulation. 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 measurement. 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.].
Series:
CFA Institute investment perspectives series
ISBN:
0470381132 (cloth)
9780470381137 (cloth)
OCLC:
(OCoLC)260206918
LCCN:
2008051537
Locations:
UXAX826 -- St. Ambrose University Library (Davenport)

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