Wealth management
- A Family Office by Any Other Name…Michael Zeuner, Maria Elena Lagomasino and Santiago UlloaThe Journal of Wealth Management October 2014, 17 (3) 20-26; DOI: https://doi.org/10.3905/jwm.2014.17.3.020
- Book ReviewJean L.P. BrunelThe Journal of Wealth Management October 2014, 17 (3) 121-123; DOI: https://doi.org/10.3905/jwm.2014.17.3.121
- New Findings on Older People’s Life Expectancies Confirm Gompertz Law: The Impact on the Value of Securitized Life SettlementsLeonid A. Gavrilov, Natalia S. Gavrilova, Charles Austin Stone and Anne ZissuThe Journal of Structured Finance July 2014, 20 (2) 66-73; DOI: https://doi.org/10.3905/jsf.2014.20.2.066
- Book ReviewJean L.P. BrunelThe Journal of Wealth Management July 2014, 17 (2) 86-87; DOI: https://doi.org/10.3905/jwm.2014.17.2.086
- Technology and the Family OfficeStephen Horan, George Szundi, C. Edward Van Deman and Kevin P. WhalenThe Journal of Wealth Management July 2014, 16 (2) 99-111; DOI: https://doi.org/10.3905/jwm.2013.16.2.099
- The Changing Nature of Global Wealth Creation: Shifts and Trends in the Ultra High Net Worth (UHNW) CommunityStephen Morison, David Lincoln, Benjamin Kinnard and Zhi Ying NgThe Journal of Wealth Management July 2014, 16 (2) 9-14; DOI: https://doi.org/10.3905/jwm.2013.16.2.009
- Optimal Domestic Equity Allocations for Australian
Investors and the Role of Franking CreditsJoachim Klement, James Greenrod and Jay O’NeilThe Journal of Wealth Management July 2014, 16 (2) 88-98; DOI: https://doi.org/10.3905/jwm.2013.16.2.088 - Using Value Line’s Median Appreciation Potential
to Forecast Long-Horizon Market ReturnsDaniel Alan Seiver and Samuel Joseph FrameThe Journal of Wealth Management July 2014, 16 (2) 45-53; DOI: https://doi.org/10.3905/jwm.2013.16.2.045 - Using an Economic Balance Sheet for Financial PlanningAndrew Rudd and Laurence B. SiegelThe Journal of Wealth Management July 2014, 16 (2) 15-23; DOI: https://doi.org/10.3905/jwm.2013.16.2.015
- Optimizing Portfolios with Allocations to Insured
Death Benefit: A Proposed Methodology
for EvaluationRobert G. Danielsen, Sergey S. Barabanov, John Schweers and Michael F. SullivanThe Journal of Investing May 2014, 23 (2) 16-27; DOI: https://doi.org/10.3905/joi.2014.23.2.016
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