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" Investment management for taxable private investors / "
Jarrod Wilcox, Jeffrey E. Horvitz, Dan DiBartolomeo.
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BL
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| Record Number
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1015648
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| Doc. No
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b770018
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| Main Entry
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Wilcox, Jarrod W.,1943-
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| Title & Author
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Investment management for taxable private investors /\ Jarrod Wilcox, Jeffrey E. Horvitz, Dan DiBartolomeo.
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| Publication Statement
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Charlottesville, VA :: Research Foundation of CFA Institute,, ©2006.
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| Page. NO
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ix, 134 pages :: illustrations ;; 23 cm
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| ISBN
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0943205743
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: 9780943205748
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| Bibliographies/Indexes
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Includes bibliographical references.
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| Contents
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pt. I. Conceptual framework for helping private investors. 1. Introduction and challenge ; 2. Theory and practice in private investing ; 3. Life-cycle investing -- pt. II. Private wealth and taxation. 4. Lifestyle, wealth transfer, and asset classes ; 5. Overview of federal taxation of investments ; 6. Techniques for improving after-tax investment performance -- pt. III. Organizing management for private clients. 7. Institutional money management and the high-net-worth investor ; 8. Portfolio management as a manufacturing process -- pt. IV. Special topics. 9. Individual retirement plans and location ; 10. On concentrated risk ; 11. Assessment and benchmarking for private wealth.
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Estate planning.
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Finance, Personal.
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Investments.
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Estate planning.
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Finance, Personal.
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Investments.
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| Dewey Classification
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332.6
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| LC Classification
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HG4521.W476 2006
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| Added Entry
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DiBartolomeo, Dan.
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Horvitz, Jeffrey E.
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