Wealth management
- Creating and Managing a SMIF Club That Invests Exclusively in Mutual FundsRiley M. L. Perkins, Michael D. Phillips and Dong Y. NyonnaThe Journal of Investing September 2022, 31 (6) 54-66; DOI: https://doi.org/10.3905/joi.2021.1.219
- Practical Applications of An Empirical Examination of Lifestyle Mutual FundsSrinidhi KanuriPractical Applications August 2022, pa.2022.pa510; DOI: https://doi.org/10.3905/pa.2022.pa510
- Practical Applications of How Social Security Coordination Can Add Value to a Tax-Efficient Withdrawal StrategyWilliam Reichenstein and William MeyerPractical Applications August 2022, pa.2022.pa508; DOI: https://doi.org/10.3905/pa.2022.pa508
- The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All FormulaNathan Sosner, Michael Gromis and Stanley KrasnerThe Journal of Beta Investment Strategies May 2022, 13 (2) 28-51; DOI: https://doi.org/10.3905/jbis.2022.1.001
- Racial Discrimination in Life InsuranceWilliam Gale, Kyle D. Logue, Nora Cahill, Rachel Gu and Swati JoshiThe Journal of Retirement April 2022, 9 (4) 8-30; DOI: https://doi.org/10.3905/jor.2022.1.105
- BOOK REVIEW: Remaking Retirement: Debt in an Aging EconomyWill SandbrookThe Journal of Retirement January 2022, 9 (3) 91-94; DOI: https://doi.org/10.3905/jor.2021.1.102
- BOOK REVIEW: Wealth After Work: Innovative Reforms to Expand Retirement SecurityStacy L. SchausThe Journal of Retirement January 2022, 9 (3) 95-97; DOI: https://doi.org/10.3905/jor.2021.1.101
- BOOK REVIEW: Review of Book ReviewsAnthony WebbThe Journal of Retirement January 2022, 9 (3) 89-90; DOI: https://doi.org/10.3905/jor.2021.1.100
- An Empirical Examination of Lifestyle Mutual FundsSrinidhi KanuriThe Journal of Retirement January 2022, 9 (3) 72-87; DOI: https://doi.org/10.3905/jor.2021.1.098
- The Impact of Leakages from 401(k)s and IRAsAlicia H. Munnell and Anthony WebbThe Journal of Retirement January 2022, 9 (3) 32-54; DOI: https://doi.org/10.3905/jor.2021.1.096
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