<?xml version="1.0" encoding="UTF-8"?>
<mods xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.loc.gov/mods/v3" version="3.1" xsi:schemaLocation="http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-1.xsd">
  <titleInfo>
    <title>Private wealth (E-BOOK)</title>
    <subTitle>wealth management in practice</subTitle>
  </titleInfo>
  <name type="personal">
    <namePart>Horan, Stephen Michael.</namePart>
  </name>
  <typeOfResource/>
  <originInfo>
    <place>
      <placeTerm type="text">Hoboken, N.J</placeTerm>
    </place>
    <publisher>Wiley</publisher>
    <dateIssued>c2009</dateIssued>
    <issuance/>
  </originInfo>
  <physicalDescription>
    <extent>ix, 564 p. : ill. ; 26 cm.</extent>
  </physicalDescription>
  <tableOfContents>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.].</tableOfContents>
  <note type="statement of responsibility">[edited by] Stephen M. Horan.</note>
  <subject authority="lcsh">
    <topic>Finance, Personal</topic>
  </subject>
  <subject authority="lcsh">
    <topic>Investments</topic>
  </subject>
  <subject authority="lcsh">
    <topic>Retirement income</topic>
    <topic>Planning</topic>
  </subject>
  <subject>
    <geographic>Private wealth (E-BOOK)</geographic>
  </subject>
  <classification authority="ddc">332.024</classification>
  <relatedItem type="series">
    <titleInfo>
      <title>CFA Institute investment perspectives series</title>
    </titleInfo>
  </relatedItem>
  <identifier type="isbn">0470381132 (cloth)</identifier>
  <identifier type="isbn">9780470381137 (cloth)</identifier>
  <identifier type="lccn">2008051537</identifier>
  <recordInfo>
    <recordContentSource authority="marcorg"/>
    <recordChangeDate encoding="iso8601">20170207154054.0</recordChangeDate>
  </recordInfo>
</mods>
