Wealth management
- Core Versus Satellite: How Much Should a Taxable Investor Allocate to the Core Equity Portfolio?Paul Bouchey and Mahesh PritamaniThe Journal of Wealth Management January 2017, 19 (4) 35-43; DOI: https://doi.org/10.3905/jwm.2017.19.4.035
- The Case for the Cautious Use of LeverageWei GeThe Journal of Wealth Management January 2017, 19 (4) 24-34; DOI: https://doi.org/10.3905/jwm.2017.19.4.024
- Why Tactical Asset Allocation?Brad ThompsonThe Journal of Index Investing November 2016, 7 (3) 96-100; DOI: https://doi.org/10.3905/jii.2016.7.3.096
- LDI: Low Yields, Customization, and Managing Downside Risk—Avoiding a “Mexican Standoff”Sean KurianThe Journal of Investing November 2016, 25 (4) 121-133; DOI: https://doi.org/10.3905/joi.2016.25.4.121
- Five Tools for Wealth ManagersWilliam W. Jennings, Brian C. Payne and Thomas C. O’MalleyThe Journal of Wealth Management October 2016, 19 (3) 9-21; DOI: https://doi.org/10.3905/jwm.2016.19.3.009
- The Role of ETFs in Active Tax ManagementPaul Bouchey, Jean L.P. Brunel and Tianchuan LiThe Journal of Wealth Management October 2016, 19 (3) 75-86; DOI: https://doi.org/10.3905/jwm.2016.19.3.075
- Asset Allocation Theory and Practice in Australian
Investment Management: Reasons for the DichotomyLujer SantacruzThe Journal of Wealth Management October 2016, 19 (3) 31-48; DOI: https://doi.org/10.3905/jwm.2016.19.3.031 - Goal-Based Portfolio OptimizationFranklin J. ParkerThe Journal of Wealth Management October 2016, 19 (3) 22-30; DOI: https://doi.org/10.3905/jwm.2016.19.3.022
- Ownership Yield and Prime Real Estate in Alpha CitiesHelyette Geman and Tara Michelle VelezThe Journal of Wealth Management October 2016, 19 (3) 116-130; DOI: https://doi.org/10.3905/jwm.2016.19.3.116
- Pick Your Battles: The Intersection of Investment Strategy, Tax, and Compounding ReturnsStuart Lucas and Alejandro SanzThe Journal of Wealth Management July 2016, 19 (2) 9-16; DOI: https://doi.org/10.3905/jwm.2016.19.2.009
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