Wealth management
- Avoiding the Medicaid Trap: A Step-by-Step Guide to Estate PlanningCandice L. Correia, Richard Sayre and Jessica C. AllenThe Journal of Retirement October 2017, 5 (2) 96-103; DOI: https://doi.org/10.3905/jor.2017.5.2.096
- How to Choose between Donor-Advised Funds and Family FoundationsKevin A. DiehlThe Journal of Wealth Management October 2017, 20 (3) 129-131; DOI: https://doi.org/10.3905/jwm.2017.20.3.129
- Prevailing Behavioral Biases and Investor Profiles: A Survey of Professional InvestorsManuel González-Igual, Teresa Corzo Santamaría and Patricia Castán AgustínThe Journal of Wealth Management October 2017, 20 (3) 10-23; DOI: https://doi.org/10.3905/jwm.2017.20.3.010
- DisbursementsGordon B. PyeThe Journal of Portfolio Management April 2017, 43 (3) 136-151; DOI: https://doi.org/10.3905/jpm.2017.43.3.136
- Too Little or Too Much? Women’s Economic Risk ExposureChristian E. Weller and Michele E. TolsonThe Journal of Retirement April 2017, 4 (4) 69-83; DOI: https://doi.org/10.3905/jor.2017.4.4.069
- Can Individual Investors Use Option Strategies and
the Tax Code to Their Advantage?Bryan FolticeThe Journal of Wealth Management April 2017, 20 (1) 47-52; DOI: https://doi.org/10.3905/jwm.2017.20.1.047 - Individualization of Robo-AdviceMichael Faloon and Bernd SchererThe Journal of Wealth Management April 2017, 20 (1) 30-36; DOI: https://doi.org/10.3905/jwm.2017.20.1.030
- Factors Affecting Wealth Management Services: From Investors’ and Advisors’ PerspectivesHsiu-I TingThe Journal of Wealth Management April 2017, 20 (1) 17-29; DOI: https://doi.org/10.3905/jwm.2017.20.1.017
- Evolution and Disruption in the Wealth Management IndustryCharlotte BeyerThe Journal of Wealth Management January 2017, 19 (4) 8-13; DOI: https://doi.org/10.3905/jwm.2017.19.4.008
- 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
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