02499 a2200265 4500 Nust 20170207154054.0 2008051537 0470381132 (cloth) 9780470381137 (cloth) (OCoLC)ocn260206918 Nust 332.024 Private wealth (E-BOOK) wealth management in practice / [edited by] Stephen M. Horan. Hoboken, N.J. : Wiley, c2009. ix, 564 p. : ill. ; 26 cm. CFA Institute investment perspectives series 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.]. Finance, Personal. Investments. Retirement income Planning. Private wealth (E-BOOK) Horan, Stephen Michael. CFA Institute investment perspectives series. ddc BK 193243 193243 0 0 ddc 0 0 NFIC MCS MCS 2016-12-12 0 332.024 HOR MCSEB-2504 2016-12-08 2016-12-12 BK