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" Private wealth : "
[edited by] Stephen M. Horan.
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BL
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| Record Number
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1006493
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| Doc. No
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b760863
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| Title & Author
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Private wealth : : wealth management in practice /\ [edited by] Stephen M. Horan.
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| Publication Statement
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Hoboken, N.J. :: Wiley,, ©2009.
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| Series Statement
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CFA Institute investment perspectives series
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| Page. NO
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ix, 564 pages :: illustrations ;; 26 cm
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| ISBN
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0470381132
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: 9780470381137
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| Bibliographies/Indexes
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Includes bibliographical references and index.
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| Contents
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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 [and others] -- 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 [and others].
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| Abstract
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"Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments."--Jacket.
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| Subject
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Finance, Personal.
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Investments.
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Retirement income-- Planning.
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Banques privées.
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Finance, Personal.
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Finanzierung.
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Investments.
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Patrimoine-- Gestion.
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Portfolio-Management.
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Private Rentenversicherung.
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Retirement income-- Planning.
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Strategische Unternehmensplanung.
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Vermögen.
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| Dewey Classification
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332.024
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| LC Classification
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HG179.P7373 2009
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| Added Entry
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Horan, Stephen M.
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