Private wealth : wealth management in practice

Bibliographic Details
Main Author: Horan, Stephen M. (Author)
Format: Book
Language:English
Published: Hoboken, New Jersey : John Wiley & Sons , c2009
Subjects:

MARC

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245 0 4 |a Private wealth :   |b wealth management in practice   |c Stephen M. Horan 
260 |a Hoboken, New Jersey :   |b John Wiley & Sons ,   |c c2009 
300 |a ix, 564 p. :   |b ill. ;   |c 26 cm. 
504 |a Includes bibliographical references and index 
505 0 |a 1. The future of retirement planning -- 2. Is personal finance a science? -- 3. Lifetime financial advice : human capital, asset allocation, and insurance -- 4. The theory of optimal life-cycle saving and investing -- 5. Is conventional financial planning good for your financial health? -- 6. The life care annuity -- 7. The longevity annuity : an annuity for everyone? -- 8. A sustainable spending rate without simulation -- 9. Asset allocation without unobservable parameters -- 10. Investment management for taxable private investors -- 11. Core/satellite strategies for the high-net-worth investor -- 12. The higher equity risk premium created by taxation -- 13. Tax deferral and tax-loss harvesting -- 14. Tax management, loss harvesting, and HIFO accounting -- 15. Investing with a tax-efficient eye -- 16. Diversifying concentrated holdings -- 17. Hedging low-cost-basis stock -- 18. Tax-advantaged savings accounts and tax-efficient wealth accumulation -- 19. After-tax asset allocation -- 20. Withdrawal location with progressive tax rates -- 21. After-tax performance evaluation -- 22. Taxable benchmarks : the complexity increases -- 23. Explaining after-tax mutual fund performance 
650 0 |a Finance, Personal 
650 0 |a Investments 
650 0 |a Retirement income   |x Planning 
700 1 |a Horan, Stephen M. ,   |e author 
999 |a 1000165227   |b Book   |c OPEN SHELF (30 DAYS)   |e Gong Badak Campus