02646 a2200289 4500003000500000005001700005010001700022020002300039020002600062035002400088040000900112082001200121245009200133260003600225300003300261490004900294505169800343650002302041650001702064650003302081651002802114700002802142830005002170942001202220999001902232952010502251Nust20170207154054.0 a 2008051537 a0470381132 (cloth) a9780470381137 (cloth) a(OCoLC)ocn260206918 cNust00a332.02400aPrivate wealth (E-BOOK)bwealth management in practice /c[edited by] Stephen M. Horan. aHoboken, N.J. :bWiley,cc2009. aix, 564 p. :bill. ;c26 cm.1 aCFA Institute investment perspectives series0 aThe 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.]. 0aFinance, Personal. 0aInvestments. 0aRetirement incomexPlanning. aPrivate wealth (E-BOOK)1 aHoran, Stephen Michael. 0aCFA Institute investment perspectives series. 2ddccBK c193243d193243 00102ddc40708NFICaMCSbMCSd2016-12-12l0o332.024 HORpMCSEB-2504r2016-12-08w2016-12-12yBK