Private wealth (E-BOOK) wealth management in practice / [edited by] Stephen M. Horan.

Contributor(s): Horan, Stephen MichaelSeries: CFA Institute investment perspectives series: Publisher: Hoboken, N.J. : Wiley, c2009Description: ix, 564 p. : ill. ; 26 cmISBN: 0470381132 (cloth); 9780470381137 (cloth)Subject(s): Finance, Personal | Investments | Retirement income -- Planning | Private wealth (E-BOOK)DDC classification: 332.024
Contents:
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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Item type Current location Home library Collection Call number URL Status Date due Barcode Item holds
Book Book Military College of Signals (MCS)
Military College of Signals (MCS)
NFIC 332.024 HOR (Browse shelf) Link to resource Available MCSEB-2504
Total holds: 0

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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